| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
701 Deming Way, Madison, WI, 53717
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Learn about disclosures →Gregory is a registered investment advisor and founder of Sycamore Investment Consulting Services, LLC, dedicating about 10-20% of his time to it. He also serves as treasurer for Mount Olive Lutheran Church and is a board member for both the Wisconsin Association of Charitable Gift Planners and the United Way of Dane County Foundation.