Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees range from 0.10% to 1.25% annually, based on assets under management. Financial planning services are billed separately, either hourly ($250-$500/hour) or as an agreed-upon flat fee. Retirement plan advisory services are charged an annual asset-based fee of up to 1.00%, billed quarterly in arrears. Employees and family members of the Advisor may receive waived or reduced fees. The firm does not maintain a minimum fee or a minimum level of account assets.
Areas of Practice
Advisor Information
Office location
2777 Summer Street, 4th Floor, Stamford, CT, 06905
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
Greg works as an accountant with Martin, DeCruze and Company, LLP in Stamford, CT, dedicating the majority of his time to this role.