Michelle Gruber
Michelle Gruber is a registered investment advisor at Alteri Wealth, based in Westlake Village, CA, with 23 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 350 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Alteri Wealth charges an annual advisory fee that is agreed upon with each client, up to a maximum of 1.5% per year. The fee includes financial planning services. Alteri may also recommend external money managers, whose fees are paid by Alteri unless otherwise agreed upon with the client.
Location
4195 East Thousand Oaks Blvd., Suite 250, Westlake Village, CA, 91362
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Regulatory History (1)
Customer Dispute
April 2008Employment History
Current Registrations
Alteri Wealth
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations12 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.