Benjamin Grosko
Benjamin Grosko is a registered investment advisor at Integrated Wealth Management, INC., based in Uniontown, OH, with 11 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 530 clients with $250M 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 | 1.75% |
Annual management fee is up to 1.75% and is negotiable. Fees are calculated based on the average daily balance and paid monthly in arrears.
Fee Estimator
Location
1790 Town Park Blvd., Suite K, Uniontown, OH, 44685
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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
Benjamin is a 50% owner of Grosko Enterprises LLC, a restaurant, and spends minimal time overseeing operations. He also helps run the operations of Integrated Planning, an insurance business, dedicating nearly full-time hours to supervising personnel and agents.
Employment History
Current Registrations
Integrated Wealth Management, INC.
State Registrations1 state
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
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