JG
JG

John Gresham Gill

41 Years of Experience
3 Disclosures
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
1 advisor
Number of Clients
60 clients
Average Client Portfolio
$354K average
Assets Under Management
$21.2M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.75%
$1.0M - $3.0M0.50%
$3.0M - $5.0M0.40%
$5.0M - $10.0M0.25%
$10M+0.25%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3816 S. Greystone Ct., Suite A, Springfield, MO, 65804

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2006
Settled
Customer Dispute
March 2006
Settled
Regulatory
October 1999
Final
Other Business Activities

John is a co-member of Suiter and Gill Enterprises, L.L.C., a real estate holding and operating company that owns the building where he works. He dedicates minimal time per month to bookkeeping and property maintenance.

Employment History
Current Registrations
Greystone Investment Advisors, INC.
August 1997 - Present · 28 yrs 6 mos
Previous Registrations
The Stewardship Center, INC.
September 2003 - June 2010 · 6 yrs 9 mos
Saxony Securities, INC.Broker
September 2002 - September 2007 · 5 yrs
Greystone Securities CorporationBroker
February 1995 - February 2003 · 8 yrs
Andover Securities, INC.Broker
February 1990 - January 1995 · 4 yrs 11 mos
Ffp Securities, INC.Broker
June 1985 - March 1990 · 4 yrs 9 mos
First Affiliated Securities, INC.Broker
May 1984 - May 1986 · 2 yrs
State Registrations2 states
MOTX
Advisor
Exams
No exam information available for this advisor.