Gregory Carrico
Gregory Carrico is a registered investment advisor at Legacy Wealth Advisors, LLC, based in Clinton Township, MI, with 12 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, High Net Worth, Investment Management, and 2 more. Their firm serves 220 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
41700 Hayes Road Suite A, Clinton Township, MI, 48038
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 ActivitiesSells Insurance
Gregory is the President and an insurance agent at Contour Insurance Solutions, selling insurance products and services. This activity takes a few hours per week.
Employment History
Current Registrations
Legacy Wealth Advisors, LLC
Previous Registrations
Legacy Wealth Advisors, LLC
Legend Advisory Corporation
State Registrations1 state
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.