Advisor at Approach Capital LLC
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Firm
Approach Capital LLC
Location
Gilbert, AZ 85296
Credentials
Series 66
Industry experience
22 years
Gregory Stott is a financial advisor at Approach Capital LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Ironwood Investment Counsel, LLC and Alpha Fiduciary. Outside of his advisory role, he is involved in managing an outdoor storage facility business and participates in the development and promotion of an outdoor family yard game. Approach Capital provides discretionary portfolio management and investment advice primarily to individual and high-net-worth clients. The firm employs a Modern Portfolio Theory-based approach with diversified allocations and manages all assets internally, reviewing accounts at least quarterly.
$10,000 - $1,000,000: 1.50% annually $1,000,000 - $3,000,000: 0.75% annually $3,000,000+: 0.65% annually
Account minimum: $10,000 (may be waived) Fee-only: Asset-based portfolio management fees withdrawn monthly in advance.
2975 East Robin Lane
Gilbert, AZ 85296
Arizona · Texas
Approach Capital LLC
2018 - Present (8 years)
Ironwood Investment Counsel, LLC
2016 - 2018 (2 years)
Alpha Fiduciary
2011 - 2016 (5 years)
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