Gary Gruss is a registered investment advisor at Osaic Wealth, INC., based in Tiffin, OH, with 27 years of industry experience. Gary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.
- Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
- Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
- Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.
Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.
Location
132 N State Route 101, Tiffin, OH, 44883
Get directionsHistory
Regulatory History (1)
Judgment / Lien
February 2015Other Business Activities
Gary is a partner in BEKS, LTD LLC, a real estate company, and a member of Seneca Restaurant Group. He is also the President of CF Professional Inc, where he spends about a third of his time on tax preparation and accounting.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Questar Asset Management, INC.
Questar Capital Corporation
Questar Capital CorporationBroker
Prim Securities, IncorporatedBroker
State Registrations16 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
More Advisors
- Christopher Lee, CFPEdward Jones
- Jason Gedert, CFPAmeriprise Financial Services, LLC
- Elaine Daugherty, CFPEdward Jones
- Christopher Eaton, CFPFifth Third Securities, INC.
- Christopher Schiefer, CFP, ChFCCambridge Investment Research Advisors, INC.