Edward Grosko
Edward Grosko is a ChFC-designated registered investment advisor at Integrated Wealth Management, INC., based in Uniontown, OH, with 20 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 475 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3M+ | 0.70% |
Annual fee is negotiable.
Fee Estimator
Location
1790 Town Park Blvd, Suite K, Uniontown, OH, 44685
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
Edward sells health, long-term care, and fixed annuities, dedicating full-time hours to this activity. He also owns real estate, is a shareholder in a marketing company, and a general partner in oil & gas investments, dedicating minimal time to these activities.
Employment History
Current Registrations
Integrated Wealth Management, INC.
Previous Registrations
On Investment Management CO
On Investment Management CO
On Investment Management CO
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.