Advisor at High Point Wealth Management, LLC
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Firm
High Point Wealth Management, LLC
Location
Chester, NJ 07930
Credentials
Series 65
Industry experience
17 years
Bradford Gruby is a financial advisor at High Point Wealth Management, LLC in Chester, NJ, holding a Series 65 designation with 17 years of industry experience. He has been with High Point Wealth Management since 2008. High Point Wealth Management serves individual clients, including high-net-worth households, as well as pension plans, trusts, estates, and charitable organizations. The firm provides comprehensive financial planning and investment advisory services, using a fundamental and cyclical analysis investment approach combined with asset allocation across mutual funds, ETFs, individual stocks, and bonds.
Based on High Point Wealth Management, LLC
Up to $2,500 fixed fee for financial planning/consulting services if unbundled
0.25% to 1.00% annually depending on market value and type of investment management
$200 to $250 per hour for financial planning/consulting services
Fee-only: Financial planning fees up to $2,500 fixed fee or $200 to $250 hourly rate if unbundled from investment management
31 Fairmount Ave., Suite 105
Chester, NJ 07930
New Jersey · New York · Pennsylvania · Texas
High Point Wealth Management, LLC
2008 - Present (18 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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