Gregory Brown is a registered investment advisor at The Caprock Group, LLC, based in Mercer Island, WA, with 18 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 408 clients with $10B 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% |
Investment advisor fees are negotiable based on the requirements of the client and the complexity of services provided. In special arrangements, Caprock charges a fixed retainer fee based on anticipated services.
Fee Estimator
Location
Island Corporate Center, Suite 640, 7525 Southeast 24th Street, Mercer Island, WA, 98040
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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 →Other Business Activities
Gregory is the principal and managing director of Delta Ventures, LLC, a venture development and private investment company, dedicating minimal time. He is also a principal investor in La Plaza International LLC and an advisory board member for Shiftboard.com, spending minimal time on each.
Employment History
Current Registrations
The Caprock Group, LLC
State Registrations1 state
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