Gregory Fridley
Advisor at Society Investment Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Society Investment Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Society Investment Management
Location
Baltimore, MD
Credentials
Series 63, Series 65
Industry experience
4 years
Gregory Fridley is a financial advisor at Society Investment Management in Baltimore, MD, holding Series 63 and Series 65 designations with three years of industry experience. He has worked at Financial First Advisors since 1991 and has managed his own business, Taxbusters, since 1990. Society Investment Management provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm operates on a fee-only basis, emphasizing growth and income investment strategies while incorporating tax preparation and electronic filing as part of its advisory services.
Based on Society Investment Management
$0 - $1,000,000: 1.00% $1,000,000+: 0.50%
$100 per hour for hourly planning engagements; $50 per hour for tax preparation work when performed separately; minimum tax preparation fee $100.
Fee-only: Strictly a fee-only financial planning and investment management firm; no commissions or other fees accepted.
Baltimore, MD
Maryland
Financial First Advisors
1991 - Present (35 years)
Taxbusters (Self Employment)
1990 - Present (36 years)
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Accountant / CPA / tax prep
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