GM
GM

Gregory Mayes

25 Years of Experience
3 DisclosuresSells Insurance

Gregory Mayes is a registered investment advisor at Advisory Alpha, LLC, based in Holland, MI, with 25 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Real Estate Investing, and 2 more. Their firm serves 13,126 clients with $3.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
60 advisors
Number of Clients
13,126 clients
Average Client Portfolio
$264K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:None

Advisory Alpha charges a percentage of your portfolio each year, ranging from 0.10% to 1.70%, depending on the services provided. The fees are negotiable depending on your needs and the complexity of your situation. Fees are generally paid quarterly. Some investment advisor representatives may choose to include a minimum annual fee as a condition for starting and maintaining a relationship.

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Location

348 S Waverly Rd, Suite 100, Holland, MI, 49423

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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
June 2009
Denied
Customer Dispute
October 2003
Settled
Customer Dispute
July 2001
Settled
Other Business ActivitiesSells Insurance

Gregory owns Mayes Financial, LLC, offering life insurance, annuities, LTC, and DI, dedicating nearly full-time hours to it. He is also a board member of the Better Business Bureau and a member of Cake Partnership, LLC, spending minimal time on each.

Employment History
Current Registrations
Advisory Alpha, LLC
September 2020 - Present · 5 yrs 7 mos
Previous Registrations
Planners Alliance
February 2018 - September 2020 · 2 yrs 7 mos
Alphastar Capital Management, LLC
November 2012 - February 2018 · 5 yrs 3 mos
Ing Financial Partners, INC
February 2008 - November 2012 · 4 yrs 9 mos
Securian Financial Services, INC.
June 2004 - February 2008 · 3 yrs 8 mos
Ws Griffith Securities, INC.
January 2001 - June 2004 · 3 yrs 5 mos
State Registrations1 state
ID
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.