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 Avenue S, Suite 500, Minneapolis, MN, 55431
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 is involved with two homeowner associations, Pixie Point Association and Faro Blanco Association, dedicating minimal time to each. He is also an insurance agent and owns a rental property, spending minimal time on each activity.