Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CIA's wrap program charges an all-inclusive fee based on a percentage of assets under management. The fee covers investment management, execution, clearing, transaction costs, and custody fees. The level of the fee varies with the amount of assets and investment style chosen. CIA requires a minimum account of $25,000, which may be waived at management's discretion. All fees are negotiable. The brochure lists fee ranges for different asset levels, so the actual fee may vary.
Areas of Practice
Advisor Information
Office location
1362 Mellon Road Suite 100, Hanover, MD, 21076
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gregory is the COO and VP of Wealth Management at Government Employee Benefit Association (GEBA), dedicating full-time hours to this role, which includes interacting with clients and overseeing compliance. He is also a real estate agent, spending minimal time buying and selling homes for clients.