GJ
GJ
Gregory Jennings
4 Years of Experience
Dewitt, NY
1 Disclosure
Gregory Jennings is a registered investment advisor at Omc Financial Services LTD, based in Dewitt, NY, with 4 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 269 clients with $290M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
269 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$286.8M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
5789 Widewaters Parkway, Dewitt, NY, 13214
Get directionsHistory
Regulatory History (1)
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Criminal
March 1986Final Disposition
Employment History
Current Registrations
Omc Financial Services LTD
August 2021 - Present · 4 yrs 9 mos
State Registrations2 states
NYTX
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.