Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment supervisory and portfolio management fees range from 0.1% to 2% of assets under management, or a fixed fee from $250 to $10,000. Financial planning fees are either hourly ($100-$500/hour) or fixed, depending on the services and complexity. The firm may reduce or waive the hourly fee and/or the minimum fixed fee if a financial planning client chooses to engage them for portfolio management services.
Areas of Practice
Advisor Information
Office location
7900 Xerxes Ave. S, Ste 500, Minneapolis, MN, 55431-1120
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 Activities
Gregory is a self-employed partner with his spouse, owning and managing a rental property since 2004, dedicating minimal time. He also co-owns a rental property with his brother and a commercial building through J&P Enterprise LLC, each requiring minimal time.