Gregory Hawkins is a registered investment advisor at Wealth Management Cpas, LLC, based in Salt Lake City, UT, with 2 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 396 clients with $330M 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 | 1.75% |
| $500K - $1.5M | 1.50% |
| $1.5M - $2.5M | 1.25% |
| $2.5M+ | 1.00% |
The annual fee is negotiable based upon certain criteria. Total fees to Client will never exceed 2% of assets under management per year. When utilizing sub-advisor services, WM CPAs will reduce their annual fee so that the inclusive fee is no more than what is stated above.
Fee Estimator
Location
7084 South 2300 East, Salt Lake City, UT, 84121
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Gregory is the owner and attorney at Gregory P Hawkins PC, a law practice. This takes about two-thirds of his time.
Employment History
Current Registrations
Wealth Management Cpas, LLC
State Registrations1 state
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