Gregory
Rutherford
Thepartners Wealth Management
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About this Advisor
Gregory Rutherford is a financial advisor based in Monterey, California, working with Thepartners Wealth Management. Gregory has previously held positions at Foliometrix LLC, Cavalier Investments LLC, Thepartners Wealth Management, and Canter Compass LLC. Gregory has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Gregory is part of Thepartners Wealth Management, which operates out of Monterey, California. The firm has 3 offices and 7 employees. The firm manages assets totaling $172.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Thepartners Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Thepartners Wealth Management Brokerage Details
$172,525,504
7
565
$305,355
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Gregory Rutherford Work History
Thepartners Wealth Management
Cavalier Investments LLC
Canter Compass LLC
Foliometrix LLC
Disclosures
Please visit the SEC profile of Gregory Rutherford to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Thepartners Wealth Management
Monterey, CA
Monterey, CA
Monterey, CA
Ponte Vedra Beach, FL
Ponte Vedra Beach, FL
Monterey, CA
Monterey, CA
San Diego, CA
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