GG
GG

Gregory T Grillo

28 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
1,212 clients
Average Client Portfolio
$512K average
Assets Under Management
$620.7M

Fee Structure

Minimum Investment:$100K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $150K2.00%
$150K - $250K1.75%
$250K - $500K1.50%
$500K - $1.0M1.25%
$1M+1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4505 Hanoverville Road, Bethlehem, PA, 18020

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Mtm Financial Group, LLC
November 2018 - Present · 7 yrs 3 mos
The Strategic Financial Alliance, INC.Broker
October 2018 - Present · 7 yrs 4 mos
Previous Registrations
TD Ameritrade, INC.Broker
June 2017 - October 2018 · 1 yr 4 mos
TD Ameritrade Investment Management, LLC
June 2017 - October 2018 · 1 yr 4 mos
TD Ameritrade, INC.
June 2017 - October 2018 · 1 yr 4 mos
Charles Schwab & CO., INC.
March 2016 - June 2017 · 1 yr 3 mos
Charles Schwab & CO., INC.Broker
June 1999 - June 2017 · 18 yrs
Dean Witter Reynolds INC.Broker
January 1998 - May 1999 · 1 yr 4 mos
J. B. Hanauer & CO.Broker
May 1997 - December 1997 · 7 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.