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Bradford Gruby

17 Years of Experience
Chester, NJ

Bradford Gruby is a registered investment advisor at High Point Wealth Management, LLC, based in Chester, NJ, with 17 years of industry experience. Bradford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 146 clients with $190M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
146 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$192.9M

Fee Structure

Planning is included in investment management

High Point Wealth charges an annual fee based on a percentage of the value of your investments. The specific percentage varies between 0.25% and 1.00% depending on the amount you invest and the type of investments.

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Location

31 Fairmount Ave., Suite 105, Chester, NJ, 07930

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
High Point Wealth Management, LLC
June 2008 - Present · 17 yrs 10 mos
State Registrations4 states
NJNYPATX
Advisor

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
No exam information available for this advisor.