Gregory Estes is a CFA-designated registered investment advisor at Mbi LLC, based in Bethesda, MD, with 7 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 197 clients with $320M 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 $750K | Included |
| $750K - $1.3M | 0.90% |
| $1.3M - $2.5M | 0.80% |
| $2.5M - $3.8M | 0.70% |
| $3.8M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | Included |
Fees are generally negotiable.
Fee Estimator
Location
7910 Woodmont Ave, Suite 500, Bethesda, MD, 20814
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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
Mbi LLC
Previous Registrations
Augustine Asset Management INC
State Registrations3 states
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