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William Gruntler

Asset Protection Group
25 Years of Experience
Sunrise, FL
3 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

William Gruntler is a registered investment advisor at Asset Protection Group, based in Sunrise, FL, with 25 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, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 187 clients with $62M in assets under management.

Asset Protection Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
187 clients
Average Client Portfolio
$333K average
Assets Under Management
$62.2M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.35%
$1.0M - $2.0M1.20%
$2.0M - $5.0M1.00%
$5M+0.85%

Schedule reflects Triad Wealth Partners sub-advisory fees. The firm also offers alternative fee schedules through other third-party money managers ranging from 1.00% to 1.95% total annual fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

440 Sawgrass Corporate Pkwy, Suite 204, Sunrise, FL, 33325

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2013
Settled
Regulatory
January 2012
Final
Employment Separation After Allegations
April 2011
View Full SEC ReportHow to Read Disclosures
Other 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
July 2012 - Present · 14 yrs 3 mos
Previous Registrations
Questar Capital CorporationBroker
June 2010 - April 2011 · 10 mos
Packerland Brokerage Services, INC.Broker
August 2008 - December 2009 · 1 yr 4 mos
Capital Financial Services, INC.Broker
April 2006 - January 2007 · 9 mos
Princor Financial Services CorporationBroker
June 2004 - September 2004 · 3 mos
Jefferson Pilot Securities CorporationBroker
October 1997 - August 1999 · 1 yr 10 mos
Jefferson-Pilot Investor Services, INC.Broker
February 1996 - October 1997 · 1 yr 8 mos
Rushmore Securities CorporationBroker
August 1994 - January 1996 · 1 yr 5 mos
Washington Square Securities, INC.Broker
December 1993 - June 1994 · 6 mos
Metlife Securities INC.Broker
May 1990 - April 1992 · 1 yr 11 mos
Metropolitan Life Insurance CompanyBroker
May 1990 - April 1992 · 1 yr 11 mos
State Registrations1 state
FL
Advisor

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.

Exams
No exam information available for this advisor.
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