William Gruntler
William Gruntler is a registered investment advisor at Asset Protection Group, based in Sunrise, FL, with 24 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 186 clients with $44M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Asset Protection Group (APG) uses third-party money managers and sub-advisors to manage your investments. Fees vary depending on the sub-advisor and the investment strategy used.
Virtue Capital Management (VCM) as Sub-Advisor: Fees range from 1.50% to 1.95% annually, depending on the amount invested. There is also a $12 monthly technology fee.
Gradient Investments (GI) as Third-Party Manager: Fees range from 1.00% to 2.00% annually, depending on the portfolio type (Strategic, Tactical, Allocation & Defined Outcome, Preservation). Client Directed Accounts have a flat fee of $300.
Triad Wealth Partners (TWP) as Sub-Advisor: Fees range from 0.85% to 1.50% annually, depending on the amount invested.
Location
440 Sawgrass Corporate Pkwy, Suite 204, Sunrise, FL, 33325
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2013Regulatory
January 2012Employment Separation After Allegations
April 2011Other Business ActivitiesSells Insurance
William is the president of Asset Protection Group since 1989, spending about 75% of his time selling life, health, fixed & indexed annuities, LTC, LTD & STD. He also owns Royalty One Holdings, Inc. and works as a precious metals salesperson for National Gold Consultants, Inc. for a few hours per week.
Employment History
Current Registrations
Asset Protection Group
Previous Registrations
Questar Capital CorporationBroker
Packerland Brokerage Services, INC.Broker
Capital Financial Services, INC.Broker
Princor Financial Services CorporationBroker
Jefferson Pilot Securities CorporationBroker
Jefferson-Pilot Investor Services, INC.Broker
Rushmore Securities CorporationBroker
Washington Square Securities, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.