Brian Grumbach
Brian Grumbach is a CFP-designated registered investment advisor at Verdence Capital Advisors, LLC, based in Hunt Valley, MD, with 28 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Business Owners, Corporate Executives, Estate Planning, and 6 more. Their firm serves 1,876 clients with $4.6B 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.65% |
| $25.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | 0.30% |
Fees are negotiable. Legacy clients and certain family office clients may be subject to different fee schedules.
Fee Estimator
Location
50 Schilling Road, Suite 300, Hunt Valley, MD, 21031
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2021Other Business Activities
Brian is a partner in Hunt Valley Partners, an investment partnership, since 2014. He dedicates minimal time to this activity, which is strictly for personal investment purposes.
Employment History
Current Registrations
Verdence Capital Advisors, LLC
Previous Registrations
Hightower Advisors, LLC
Hightower Securities, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.
Exams
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