Gregory Saliba is a registered investment advisor at Taurus Capital Advisors, LLC, based in Lake Oswego, OR, with 20 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, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 272 clients with $170M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable based on investment strategy and amount of household account management, but will never exceed the amounts in the schedule.
Fee Estimator
Location
16325 Boones Ferry Road, Suite 203, Lake Oswego, OR, 97035
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 Activities
Gregory is the Vice President at Sterling Savings Bank, dedicating nearly full-time hours to relationship management, credit facility preparation, documentation review, and client prospecting. He also works about 10-20% of his time as part-time faculty member in the finance departments of Portland State University and Willamette University.
Employment History
Current Registrations
Taurus Capital Advisors, LLC
State Registrations2 states
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.