Andrew Gregor is a registered investment advisor at Everspire, based in Midvale, UT, with 8 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 836 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aegis Wealth Group charges a percentage of your portfolio each year. The fee is calculated monthly based on the average daily balance of your accounts. The amount you pay depends on the total value of all accounts managed by Aegis Wealth in your household. Clients receiving legacy services may pay different fees. Aegis Wealth may recommend wrap fee programs managed by E6 Portfolios.
Location
6900 South 900 East, Suite 200, Midvale, UT, 84047
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew receives referral fees from TomiPlan, a financial planning company, and assists clients with the planning process, dedicating about 10-20% of his time. He also owns ZMC Wealth Management, LLC, which is used to hold income from other ventures and requires minimal time.
Employment History
Current Registrations
Everspire
Mhl InvestmentsBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations6 states
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