GP
GP

Gregory Jay Pitts

11 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
22 advisors
Number of Clients
1,751 clients
Average Client Portfolio
$202K average
Assets Under Management
$353.7M

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.5M1.00%
$1.5M - $2.5M0.80%
$2.5M+0.60%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

290 S Preston Road, Suite 220, Prosper, TX, 75078

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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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Other Business ActivitiesSells Insurance

Gregory owns All2EZ Solutions, LLC DBA Gregory Pitts Agency, an independent insurance agency licensed in all lines of insurance. He is also an insurance agent for Alliance America Corporation, a life and health insurance agency.

Employment History
Current Registrations
United Advisors America
September 2014 - Present · 11 yrs 5 mos
Previous Registrations
Cla USA Advisory Group, LLC
August 2014 - October 2014 · 2 mos
State Registrations6 states
ARKSLAMOOKTX
Advisor
Exams
No exam information available for this advisor.