Joseph Grundy
Joseph Grundy is a CFP-designated registered investment advisor at Grundy Financial Advisory Services, based in Township of Washington, NJ, with 8 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Client accounts may be aggregated for fee calculations. Fees are negotiable in Grundy Financial Advisory's sole discretion.
Fee Estimator
Location
Township of Washington, NJ
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 Activities
Joseph is a gold futures trader, trading for his own personal benefit during normal trading hours.
Employment History
Current Registrations
Grundy Financial Advisory Services
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.