Allison Gregory is a registered investment advisor at Salomon and Ludwin, based in Richmond, VA, with 15 years of industry experience. Allison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 459 clients with $1.3B 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 $2.5M | 0.85% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.50% |
| $10.0M - $12.5M | 0.40% |
| $12.5M - $15.0M | 0.30% |
| $15.0M - $17.5M | 0.30% |
| $17.5M - $20.0M | 0.30% |
| $20.0M - $22.5M | 0.25% |
| $22.5M - $25.0M | 0.25% |
| $25.0M - $27.5M | 0.25% |
| $27.5M - $30.0M | 0.15% |
| $30.0M - $32.5M | 0.15% |
| $32.5M - $35.0M | 0.10% |
| $35.0M - $37.5M | 0.10% |
| $37.5M+ | 0.05% |
Clients with assets below $2 million are subject to household minimum fees of $7,500 a year or as high as 1.75% annually, whichever is greater. Fees may be adjusted at Salomon and Ludwin's discretion.
Fee Estimator
Location
1401 Gaskins Road, Richmond, VA, 23238
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Salomon and Ludwin
Previous Registrations
Truist Investment Services, INC.Broker
Truist Advisory Services, INC.
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
First Citizens Asset Management, INC
First Citizens Securities CorporationBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations2 states
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