Gregory Brown is a CFP-designated registered investment advisor at Pathway Financial Planning, based in Northville, MI, with 14 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 20 clients with $35M 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 | 0.50% |
| $1.0M - $3.0M | 0.30% |
| $3M+ | 0.10% |
These rates are for Investment Management services. Wealth Management services are offered at higher rates: 1.50% on the first $1M, 1.00% on the next $2M, and 0.50% above $3M. Fees for all services may be negotiable.
Fee Estimator
Contact
Gregory Brown
Location
Northville, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregory is an engineer at Vingarde, LLC, a company that creates products for the high-end wine market, since 2010. He dedicates a few hours per week to providing engineering support, outside of securities trading hours.
Employment History
Current Registrations
Pathway Financial Planning
State Registrations1 state
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Exams
Additional Information
It all started with a paper route.