Wyatt Gruntler
Wyatt Gruntler is a registered investment advisor at Asset Protection Group, based in Sunrise, FL, with 2 years of industry experience. Wyatt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 187 clients with $62M 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 $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Schedule reflects Triad Wealth Partners sub-advisory fees. The firm also offers alternative fee schedules through other third-party money managers ranging from 1.00% to 1.95% total annual fees.
Fee Estimator
Location
440 Sawgrass Corporate Pkwy, Suite 204, Sunrise, FL, 33325
Get directionsHistory
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
Wyatt is an insurance agent since August 2021, selling insurance through Capital Appreciation, Inc. He spends about half his time on insurance sales and minimal time on other activities.
Employment History
Current Registrations
Asset Protection Group
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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