Assets Under Management
$434.7M
Number of Clients
259
Number of Advisors
4
Average Client AUM
$1.7M
AUM per Advisor
$108.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Grunden Financial Advisory, Inc. is a fee-based investment advisory and wealth management firm. They offer wealth management consulting, investment supervisory services, and asset allocation services to individuals, trusts, estates, and corporations. They also provide 401(k) and charitable institution services.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.55% |
| $25M+ | 0.30% |
Wealth Builder Challenge Program has a minimum monthly fee of $417, not to exceed $1,042 per month. Minimum fee waived for children of current Wealth Management Consulting clients.
515 South Carroll Blvd, Denton, TX, 76201