Gregory Halter is a CFA-designated registered investment advisor at Carnegie Investment Counsel, based in Pepper Pike, OH, with 26 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 3,159 clients with $6.5B 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 $500K | 1.75% |
| $500K+ | 1.50% |
Fees are negotiable. Some clients are charged a flat fee per quarter or a progressive fee. Carnegie has some "grandfathered" fee schedules due to mergers and acquisitions.
Fee Estimator
Location
30300 Chagrin Boulevard, Pepper Pike, OH, 44124
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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 →Employment History
Current Registrations
Carnegie Investment Counsel
Previous Registrations
Laurel Grove Capital LLC
Re Investment CorporationBroker
Wellington Shields & CO., LLCBroker
Soleil Securities CorporationBroker
Instinet, LLCBroker
Lynch, Jones & Ryan, INC.Broker
State Registrations1 state
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.