Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.5M | 2.00% |
| $2.5M - $5.0M | 2.00% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Financial planning fees are either $350 per hour or a fixed fee between $1,000 and $10,000, depending on the complexity. Investment management fees are based on a percentage of assets under management, as detailed in the fee table. Actual investment management fees may be negotiable. The firm does not state a minimum annual fee or a minimum investment amount.
Areas of Practice
Advisor Information
Office location
106 Main Street, Suite D, Matawan, NJ, 07747
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gregory sells insurance and disability products through multiple carriers, dedicating a few hours per week. He also owns Gregory Guenther, LLC for tax purposes, is a partner at GRANTvest Financial Group and JBT Benefits Group LLC, and uses FED RP, LLC as a DBA.