Joseph Grutta
Joseph Grutta is a CFP-designated registered investment advisor at Blackridge Asset Management, LLC, based in Jupiter, FL, with 37 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 687 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Blackridge Asset Management's advisors are compensated for their services by charging an advisory fee, or a combination of an advisory fee and a promotion fee, based on a percentage of the value of the assets they manage in your account, subject to a stated maximum. The actual fee is disclosed before you sign the management agreement. The advisory fee is shared between the advisor and Blackridge Asset Management. Fees are deducted from the account in advance, on a quarterly basis, based on an average daily balance from the previous quarter.
Location
1070 E. Indiantown Road, Suite 208-210, Jupiter, FL, 33477
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
Joseph is involved in several business activities, including sales of fixed insurance, annuities, disabilities, health, and LTC through JAG Financial Services, business consulting, tax preparation and planning, sales of legal shield and ID shield legal plans, and asset management through Blackridge Asset Management. He also holds Enrolled Agent and CFP designations, and spends nearly full-time on tax prep/planning and asset management.
Employment History
Current Registrations
Blackridge Asset Management, LLC
Peak Brokerage Services, LLCBroker
Previous Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Questar Asset Management, INC.
Usallianz Securities, INC.
Usallianz Securities, INC.Broker
Legacy Advisory Services, INC.
Legacy Financial Services, INC.Broker
1st Global Capital CORP.Broker
Aegon USA Securities INC.Broker
Cfg Securities CORP.Broker
Global Capital Securities, INC.Broker
Cardell & Associates, IncorporatedBroker
State Registrations4 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.