Dane Grouell
Dane Grouell is a registered investment advisor at Turning Point Financial, based in Portland, OR, with 21 years of industry experience. Dane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,501 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Turning Point Financial offers investment management services either with financial planning or as a stand-alone service. If you don't get financial planning, you'll receive a basic investment plan. Turning Point manages investments with your permission to make trades without asking first. They use third-party tools to assess your risk profile and recommend a suitable portfolio. They also offer asset management services with customized model portfolios for an additional fee.
The annual fees for investment management depend on where your account is held:
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SEI Private Trust Company:
- $0 - $500,000: 1.60%
- $500,001 - $1,000,000: 1.25%
- $1,000,001 - $3,000,000: 1.00%
- $3,000,001 - $5,000,000: 0.85%
- $5,000,001 - $10,000,000: 0.75%
- $10,000,001 and up: 0.65%
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Charles Schwab: Same as SEI Private Trust Company
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American Funds:
- $0 - $499,999: 1.60%
- $500,000 - $999,999: 1.25%
- $1,000,000 - $2,999,999: 1.00%
- $3,000,000 - $4,999,999: 0.85%
- $5,000,001+: 0.75%
These fees are guidelines and may be negotiable.
Location
Portland, OR
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dane acts as an independent insurance broker outside of his work with Apex Retirement Advisors, dedicating minimal time to this activity. He is also the Secretary and Board Member of Tualatin Valley Playschool, a nonprofit preschool, spending a few hours per week on business filings and oversight.
Employment History
Current Registrations
Turning Point Financial
Apex Retirement Advisors, LLC
Previous Registrations
Windham Wealth Management
Drs Wealth Management
Paulson Investment Advisors, LLC
Paulson Investment Company, LLC
Paulson Investment Company LLCBroker
American Independent Securities Group, LLCBroker
Paulson Investment Company LLCBroker
Jhs Capital Advisors, LLC
Jhs Capital Advisors, LLCBroker
Arnerich Massena & Associates, INC
Talley & CompanyBroker
Keystone Capital CorporationBroker
Keystone Capital Corporation
Sentra Securities CorporationBroker
Spelman & CO., INC.Broker
Sunamerica Securities, INC.Broker
Linsco/private Ledger CORP.Broker
TD Waterhouse Investor Services, INC.Broker
Jack White & Company, INC.Broker
White Securities, INC.Broker
State Registrations2 states
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.