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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 186 clients with $44M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Asset Protection Group (APG) uses third-party money managers and sub-advisors to manage your investments. Fees vary depending on the sub-advisor and the investment strategy used.
Virtue Capital Management (VCM) as Sub-Advisor: Fees range from 1.50% to 1.95% annually, depending on the amount invested. There is also a $12 monthly technology fee.
Gradient Investments (GI) as Third-Party Manager: Fees range from 1.00% to 2.00% annually, depending on the portfolio type (Strategic, Tactical, Allocation & Defined Outcome, Preservation). Client Directed Accounts have a flat fee of $300.
Triad Wealth Partners (TWP) as Sub-Advisor: Fees range from 0.85% to 1.50% annually, depending on the amount invested.
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
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