Anthony Gruba
Anthony Gruba is a registered investment advisor at Associated Investment Services, INC., based in Eagan, MN, with 24 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 3,852 clients with $1.2B 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 $175K | 1.81% |
| $175K - $250K | 1.71% |
| $250K - $350K | 1.68% |
| $350K - $500K | 1.63% |
| $500K - $750K | 1.61% |
| $750K - $1.0M | 1.46% |
| $1.0M - $1.5M | 1.42% |
| $1.5M - $2.0M | 1.29% |
| $2.0M - $5.0M | 1.28% |
| $5M+ | 0.93% |
Rates reflect the maximum range for Fund Strategist Portfolios. Separately Managed Accounts range from 2.12% to 0.81%. Fees are negotiable.
Fee Estimator
Location
1265 Town Centre Dr., Eagan, MN, 55121
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 →Employment History
Current Registrations
Associated Investment Services, INC.Broker
Associated Investment Services, INC.
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Commonwealth Financial NetworkBroker
Edward JonesBroker
U.S. Bancorp Investments, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations5 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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