Gregory Martik is a CFP-designated registered investment advisor at Valley Brook Capital Group, based in Venetia, PA, with 21 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 204 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.90% |
| $4.0M - $6.0M | 0.75% |
| $6M+ | 0.75% |
Wealth Management fees are negotiable above $6,000,000. Intelligent Portfolio Services are billed at 0.50% for accounts $5,000 and above.
Fee Estimator
Location
538 Valley Brook Road Suite 400, Suite 100, Venetia, PA, 15367
Get directionsHistory
Regulatory 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 engages in occasional insurance product sales. This activity requires minimal time, less than one hour per month.
Employment History
Current Registrations
Valley Brook Capital Group
State Registrations1 state
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