Advisor at Stapleton Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Stapleton Asset Management, LLC
Location
Delano, MN
Credentials
CFA®, Series 63
Industry experience
3 years
Joshua Grass is a CFA® charterholder with three years of industry experience. He currently works at Stapleton Asset Management, LLC and has prior experience with Allianz Life Financial Services, Allianz Life Insurance Company of North America, and Securian Financial. Mr. Grass is also the President of AsteraWealth LLC, where he provides consulting services related to the defined contribution market. Stapleton Asset Management offers integrated wealth management to high-net-worth individuals and a select group of institutional clients. The firm employs a combination of active and passive investment strategies, quantitative and qualitative research, and may utilize alternative investments and sub-advisors to tailor portfolios.
Based on Stapleton Asset Management, LLC
Based on Stapleton Asset Management, LLC
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.35%
$250-$500 per hour depending on case complexity
Fixed monthly fee for ongoing comprehensive financial planning service
Fee-only: Financial Planning hourly fee of $250-$500 per hour depending on complexity
Delano, MN
Minnesota
Allianz Life Financial Services, LLC
2022 - Present (4 years)
Allianz Life Insurance Company of North America
2020 - Present (6 years)
Securian Financial
2016 - 2020 (4 years)
University of Saint Thomas
2013 - 2017 (4 years)
The Lodge Des Peres
2011 - 2016 (5 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
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Fund sponsor
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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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