HG
HG
Hannah Grubb
1 Year of Experience
Fort Wayne, IN
1 Disclosure
Hannah Grubb is a registered investment advisor at Tradewell Securities, LLC, based in Fort Wayne, IN, with 1 years of industry experience. Hannah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 415 clients with $270M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
415 clients
Average Client Portfolio
$643K average
Assets Under Management
$267.0M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable. A technology fee of up to $5 will be added per account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
130 West Main Street, #100, Fort Wayne, IN, 46802
Get directionsHistory
Regulatory History (1)
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Financial
July 2019Final
Employment History
Current Registrations
Tradewell Securities, LLC
September 2025 - Present · 8 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
July 2024 - June 2025 · 11 mos
State Registrations1 state
IN
Advisor
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
No exam information available for this advisor.