Advisor at The Foundation Investment Group
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Firm
The Foundation Investment Group
Location
Greensboro, GA
Credentials
Series 63, Series 66
Industry experience
27 years
Gregory Partalis is a financial advisor at The Foundation Investment Group with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including CommonWealth Financial Network and Global Assets Advisory. He serves as co-trustee for the Lynn N Partalis Living Trust. The Foundation Investment Group is a four-advisor team managing approximately $255.7 million for individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm integrates alternative investments with traditional asset classes, emphasizing capital preservation and risk management through a global macro investment approach.
Based on The Foundation Investment Group
Based on The Foundation Investment Group
$0 - $1,000,000: 1.00% $1,000,000 - $2,499,999: 0.95% $2,500,000 - $4,999,999: 0.90% $5,000,000 - $9,999,999: 0.75% $10,000,000+: Customized
Commissions up to 7% for certain private investments via Supervised Persons under separate arrangement
Fee-only: Fixed fees individually negotiated based on portfolio size, services, and personnel
Greensboro, GA
Georgia
Chauner Securities, Inc.
2022 - Present (4 years)
The Foundation Investment Group
2022 - Present (4 years)
Global Assets Advisory, LLC
2021 - 2022 (1 year)
International Assets Advisory, LLC
2021 - 2022 (1 year)
Commonwealth Financial Network
2008 - 2021 (13 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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CFP®, CFA®, PFS™, Series 63, Series 65
Greensboro, GA
Hankinson Wealth Advisors LLC
ChFC®, Series 63, Series 66
Eatonton, GA
Blueprint Financial Strategies, LLC
CFP®, Series 63, Series 65
Greensboro, GA
Relativity Capital Advisors, LLC
Series 66
Greensboro, GA
Relativity Capital Advisors, LLC
CFA®, Series 65
Greensboro, GA
Renaissance Investment Management
Series 63, Series 65
Greensboro, GA
CL Wealth Management LLC
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