Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $15.0M | 0.55% |
| $15.0M - $25.0M | 0.30% |
| $25M+ | 0.25% |
Fee Estimator
Grunden is compensated by an annual percentage fee based on assets under management. Depending on the amount of assets under management, a minimum fee might apply. The firm may charge a lesser or greater fee based on the scope of work, future earnings capacity, additional assets, or other criteria. As a result, similar clients may end up paying different fees. For the Wealth Builder Challenge Program, there is a minimum monthly fee of $417 (not to exceed $1,042 per month).
Areas of Practice
Advisor Information
Office location
515 South Carroll Blvd, Denton, TX, 76201
Get directionsRegulatory 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 Activities
David is an adjunct finance professor at the University of North Texas since 2010, spending about 10-20% of his time educating students on personal finance topics. While the curriculum includes insurance, this activity itself does not involve selling insurance products.