Anuj Grover is a CFP-designated registered investment advisor at Lake Street, based in Bethesda, MD, with 25 years of industry experience. Anuj operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 613 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 (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum annual fee is up to 2.0% for discretionary management and up to 1.5% for non-discretionary advisory services. Fees are negotiable based on factors such as anticipated future assets, account size, and complexity.
Fee Estimator
Location
Bethesda, MD
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2016Other Business Activities
Anuj has ownership stakes in several investment-related holding companies and LLCs focused on real estate and family estate planning. He also serves as a co-trustee and has power of attorney for his father, dedicating minimal time to these responsibilities.
Employment History
Current Registrations
Lake Street
Previous Registrations
Lake Street
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Incapital Insurance Services, LLCBroker
Incapital LLCBroker
Tnp Securities, LLCBroker
Cohen & Steers Securities, LLCBroker
Van Kampen Funds 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
More Advisors
- Paul Cusumano, CFA
- Jeffrey Schweighoffer, CFPUBS Financial Services INC.
- Thomas Steeley, CFPSteeley Advisory, LLC
- Scott Wilson, CFAHeritage Investors Management CORP
- Kevin Jarcho, CFPWarner Financial, INC
- Taylor Fucci, CFAHeritage Investors Management CORP