Gregory Will is a CFP-designated registered investment advisor at Bestgate Wealth Advisors, LLC, based in Frederick, MD, with 6 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Federal Employees, Financial Planning & Coaching, and 5 more. Their firm serves 118 clients with $160M 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 - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
The fee is based on the amount of money in each bracket. BWA may charge a different fee (higher or lower) based upon certain criteria such as: the market value of the assets under management, the complexity of the engagement, the level and scope of the overall investment advisory and/or consulting services to be rendered. The minimum annual fee for combined assets under management and financial planning services is $6,000.
Fee Estimator
Contact
Gregory Will
Location
5100 Buckeystown Pike, Ste 290, Frederick, MD, 21704
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregory is the principal of Bestgate Tax & Accounting Advisors, LLC, a public accounting firm. He also owns GSW Management, LLC, which is used for work conducted under Bestgate Tax & Accounting Advisors, LLC and Bestgate Wealth Advisors, LLC, spending minimal time on this activity.
Employment History
Current Registrations
Bestgate Wealth Advisors, LLC
Previous Registrations
Park Avenue Securities 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.
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