John Grubbs
John Grubbs is a registered investment advisor at Meridian Wealth Management, based in Gig Harbor, WA, with 23 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 71 clients with $120M 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 $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $3.0M | 0.75% |
| $3M+ | 0.75% |
Fees negotiable above $3,000,000.
Fee Estimator
Location
Gig Harbor, WA
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2008Other Business Activities
John is the President of Sprout, SPC, providing financial education, dedicating about 10-20% of his time. He also serves as Treasurer of Grace Road Church, dedicating minimal time.
Employment History
Current Registrations
Meridian Wealth Management
Previous Registrations
Columbia River Advisors
Oppenheimer & CO. INC.
Charles Schwab & CO., INC.
American Express Financial Advisors, INC.
State Registrations3 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.