Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are negotiable and vary depending on the specific program and client relationship. Piper Sandler Fixed Income Analytics Program has a standard fee of $15,000 annually. Balance Sheet Management Services range from 1 to 8 basis points with a $2,000 minimum annually. Fixed Income Advisory Services have a standard rate of 16 basis points with a $20,000 minimum annually. Treasury Investment Portfolio Services range from 4 to 16 basis points with a $50,000 minimum annually. Public Finance Consulting Services Program has a maximum fee of $100,000 per engagement letter.
Areas of Practice
Advisor Information
Office location
1300 SW Fifth Ave., Suite 3650, Portland, OR, 97201
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Gregory is a board member/director for Operation Spartan Flags, a charitable organization, since 2018. He serves on the finance committee and dedicates minimal time to this role.