Ian Grove
Ian Grove is a registered investment advisor at Bull Harbor Capital LLC., based in Cuyahoga Falls, OH, with 7 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 5 more. Their firm serves 426 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.70% |
| $5.0M - $10.0M | 1.40% |
| $10.0M - $20.0M | 1.10% |
| $20M+ | 0.80% |
Fees may be negotiable at the sole discretion of the advisor.
Fee Estimator
Location
Cuyahoga Falls, OH
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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
Ian is a consultant for JDV Consulting LLC, providing services for estate and fixed planning, dedicating a few hours per week. He is also an insurance producer selling fixed indexed annuities, spending minimal time on this activity, and a member of Lifetime Advisors LLC, spending minimal time on board meetings.
Employment History
Current Registrations
Bull Harbor Capital LLC.
Previous Registrations
Integrity First Wealth Management
Hazard & Siegel, INC.Broker
Tsp Advisory Solutions
Cambridge Investment Research Advisors, INC.
Robert Green & Company
Clg LLC
Mantis Financial Partners, INC.
State Registrations2 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.
Exams
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