Derek Gregoire
Derek Gregoire is a registered investment advisor at Shp Wealth Management, LLC, based in Plymouth, MA, with 11 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,364 clients with $1.9B 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $3.5M | 0.85% |
| $3.5M - $6.0M | 0.70% |
| $6.0M - $8.0M | 0.60% |
| $8.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.40% |
| $15.0M - $20.0M | 0.30% |
| $20M+ | 0.20% |
Fees are generally negotiable.
Fee Estimator
Location
225 Water St, Suite C210, Plymouth, MA, 02360
Get directionsHistory
Regulatory History (1)
Regulatory
October 2015Other Business ActivitiesSells Insurance
Derek is involved in several real estate ventures, including GEP Real Estate, Gregoire & Associates, D&K Partners, and Beloit Maverick LLC. He also owns SHP Financial, where he handles insurance sales and office management, dedicating about a quarter of his time, and is a co-owner/partner in Nationwide Investment Solutions, LLC, spending minimal time on it.
Employment History
Current Registrations
Shp Wealth Management, LLC
Previous Registrations
Global Financial Private Capital, LLC
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.