Gregory Syrios
Gregory Syrios is a CFP-designated registered investment advisor at Syrios Wealth Management Group, based in La Jolla, CA, with 32 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 173 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual advisory fee is 1.50%. Fees are based on cumulative household assets under advisement, with the exception of corporate plans, which ERISA rules prohibit from inclusion with personal assets for fee reductions. For investment and wealth management services SWMG provides to certain clients or for specific client holdings (e.g., held-away assets), we may negotiate a fee rate that differs substantially from our standard fee.
Fee Estimator
Location
7855 Ivanhoe Ave, Suite 420, La Jolla, CA, 92037
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2002Criminal
April 1993Employment History
Current Registrations
Syrios Wealth Management Group
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Olde Discount CorporationBroker
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.