| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $2.5M | 0.80% |
| $2.5M+ | 0.60% |
290 S Preston Road, Suite 220, Prosper, TX, 75078
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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 →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.