Gregory Ostrowski is a CFP-designated registered investment advisor at Independent Financial Group, LLC, based in Annapolis, MD, with 23 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
1906 Towne Centre Blvd, Suite 260, Annapolis, MD, 21401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregory is a 20% owner and investment advisor representative of Scarborough Capital Management, dedicating about half of his time to this role. He also owns a business property through Ballast Partners LLC and is involved in several volunteer positions, including board member roles and a finance council position.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
Scarborough Capital Management
Previous Registrations
Independent Financial Group, LLC
Sii Investments, INC.Broker
Scarborough Capital Management, INC.
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.Broker
State Registrations41 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.