Michael Grueneberger
Michael Grueneberger is a registered investment advisor at Tidehaven Wealth, LLC, based in Mount Pleasant, SC, with 21 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 163 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tidehaven Wealth charges an annual fee based on the value of your portfolio and the complexity of services provided. The annual fee ranges from 0% to 1.50%. Consulting services are included in these fees, except in unique circumstances that may require a separate agreement for financial planning services.
Location
238 Mathis Ferry Road, Unit 104, Mount Pleasant, SC, 29464
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael owns rental properties, which are managed by a company, and he receives the rental income. He is also the owner of Financial Stewards Group LLC, a pass-through entity for group health and disability insurance commissions, and an independent insurance agent selling fixed insurance, life, accident, and health products, dedicating minimal time to each.
Employment History
Current Registrations
Tidehaven Wealth, LLC
Previous Registrations
Triad Advisors, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
New England Securities Corporation
New England SecuritiesBroker
State Registrations6 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.