Gary Gruss is a registered investment advisor at Osaic Wealth, INC., based in Tiffin, OH, with 27 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
132 N State Route 101, Tiffin, OH, 44883
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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.