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Brian Grubb

7 Years of Experience
St. Louis, MO
Broker

Brian Grubb is a registered investment advisor at Huntleigh Advisors, INC., based in St. Louis, MO, with 7 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,838 clients with $780M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
64 advisors
Number of Clients
1,838 clients
Average Client Portfolio
$425K average
Assets Under Management
$781.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $10.0M1.50%
$10M+1.00%

Fees are negotiable based on criteria such as historical relationships, asset types, and account composition.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7800 Forsyth Blvd., 5th Floor, St. Louis, MO, 63105

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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
Huntleigh Advisors, INC.
April 2024 - Present · 2 yrs 6 mos
Huntleigh Securities CorporationBroker
October 2023 - Present · 3 yrs
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
July 2019 - October 2023 · 4 yrs 3 mos
State Registrations1 state
MO
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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