Tammy Gruen
Tammy Gruen is a registered investment advisor at Chamberlain Financial Advisors, INC., based in Decatur, GA, with 5 years of industry experience. Tammy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 84 clients with $54M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
For the benefit of discounting your asset-based fee, we will attempt to aggregate accounts for the same household.
Fee Estimator
Location
Decatur, GA
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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
Tammy is an officer (Treasurer and Secretary) for the Grand Cascades Home Owner's Association (HOA), dedicating minimal time to this role. Tammy also works as an insurance agent, selling various insurance products and dedicating minimal time to this activity.
Employment History
Current Registrations
Chamberlain Financial Advisors, INC.
Previous Registrations
Financial Consultants Group INC
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
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.