Gregory Stewart is a CFP, ChFC-designated registered investment advisor at Two West Capital Advisors LLC, based in Elmira, NY, with 18 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 650 clients with $3.9B 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 $250K | 1.25% |
| $250K - $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees are negotiable and depend on the level of service, the advisor, and the platform used. Minimum fees may apply. Additional financial planning fees may apply if financial planning is provided with investment management services.
Fee Estimator
Location
2205 College Ave., Elmira, NY, 14903
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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 Activities
Gregory owns GK Office Equities LLC, a commercial property management company, dedicating a few hours per week to this activity. He also volunteers as a financial planner for the Foundation for Financial Planning, spending minimal time per month.
Employment History
Current Registrations
Two West Capital Advisors LLC
Previous Registrations
Stewart Advisory Services, INC.
Nationwide Securities, LLC
1717 Capital Management Company
State Registrations2 states
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