Gregory Dexter
Gregory Dexter is a registered investment advisor at Tier One Wealth Management, based in Lone Tree, CO, with 13 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 148 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tier One Wealth Management charges a percentage of your portfolio each year. The specific rate is agreed upon in your Investment Advisory Agreement and may vary based on the size of your account, complexity, and activity. The maximum annual advisory fee is 2.50%. A minimum account value of $100,000 is required to start, but this is negotiable. Fees are billed monthly.
Location
9380 Station Street, Suite 535, Lone Tree, CO, 80124
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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 is an independently licensed insurance agent appointed with various insurance companies since 2012, dedicating minimal time to this activity. He also is involved in Organic Product Solutions, LLC, a family operation of spray tanning salons and product sales, and CBN Group, LLC, used for compensation flow through, each requiring minimal time.
Employment History
Current Registrations
Tier One Wealth Management
Previous Registrations
Tier One Wealth Management
Sigma Financial CorporationBroker
Spc
Ameriprise Financial Services, INC.
AXA Advisors, LLC
Ameriprise Financial Services, INC.Broker
AXA Advisors, LLCBroker
State Registrations2 states
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.