ST
CFP

Susannah Marie Thomas

4 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
259 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$434.7M

Fee Structure

Minimum Investment:$1M
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1000K1.50%
$1.0M - $2.5M1.25%
$2.5M - $5.0M1.00%
$5.0M - $10.0M0.80%
$10.0M - $15.0M0.55%
$15.0M - $25.0M0.30%
$25M+0.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Hourly Rate:Up to $350/hr

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
Investment ManagementFinancial Planning & Coaching
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Advisor Information

Office location

515 South Carroll Blvd, Denton, TX, 76201

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Grunden Financial Advisory, INC.
December 2021 - Present · 4 yrs 1 mo
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.