Gregory Moore
Gregory Moore is a CFP-designated registered investment advisor at Rivercities Asset Management, LLC, based in Owensboro, KY, with 27 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 183 clients with $66M 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 $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.35% |
| $15M+ | 0.30% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Location
2900 Veach Road, Suite 2, Owensboro, KY, 42303
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Gregory is a shareholder and Vice President of Riney Hancock & Co., PSC, a public accounting firm, spending a few hours per week on related activities. He is also a partner of Rivercities Insurance Services, LLC, an insurance agency, but spends minimal time on this activity.
Employment History
Current Registrations
Rivercities Asset Management, LLC
State Registrations2 states
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