Dane Grouell
Dane Grouell is a registered investment advisor at Turning Point Financial, based in Portland, OR, with 21 years of industry experience. Dane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 794 clients with $340M 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 | 1.60% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fees are guidelines and may be negotiable. Additional asset management model fees ranging from 0.15% to 0.60% may apply depending on the chosen strategy.
Fee Estimator
Location
Portland, OR
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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
Dane acts as an independent insurance broker outside of his work with Apex Retirement Advisors, dedicating minimal time to this activity. He is also the Secretary and Board Member of Tualatin Valley Playschool, a nonprofit preschool, spending a few hours per week on business filings and oversight.
Employment History
Current Registrations
Turning Point Financial
Apex Retirement Advisors, LLC
Previous Registrations
Windham Wealth Management
Drs Wealth Management
Paulson Investment Advisors, LLC
Paulson Investment Company, LLC
Paulson Investment Company LLCBroker
American Independent Securities Group, LLCBroker
Paulson Investment Company LLCBroker
Jhs Capital Advisors, LLC
Jhs Capital Advisors, LLCBroker
Arnerich Massena & Associates, INC
Talley & CompanyBroker
Keystone Capital CorporationBroker
Keystone Capital Corporation
Sentra Securities CorporationBroker
Spelman & CO., INC.Broker
Sunamerica Securities, INC.Broker
Linsco/private Ledger CORP.Broker
TD Waterhouse Investor Services, INC.Broker
Jack White & Company, INC.Broker
White Securities, INC.Broker
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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