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Anthony Greniuk

Advisor at Charles Schwab

Updated today

Location

Elk River, MN

Credentials

Series 66

Industry experience

26 years

About

Anthony Greniuk is a financial advisor with Charles Schwab in Elk River, MN, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at UBS Financial Services, Prosperity Capital Advisors, and MerCap Securities. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary SMAs and a formal alternative-investment onboarding process.

Client services

Based on Charles Schwab

Financial planning Selection of other advisers
Wrap fee program sponsor and financial planning advisor referral program

Expertise

Based on Charles Schwab

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)

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Fee options

Percentage

$0 - $1,000,000: 0.80% annually More than $1,000,000 - $2,000,000: 0.75% annually More than $2,000,000 - $5,000,000: 0.70% annually More than $5,000,000 - $10,000,000: 0.50% annually More than $10,000,000 - $25,000,000: 0.30% annually More than $25,000,000+: 0.30% annually or less, as negotiated

Other

Account minimum: $500,000 Minimum fee: Quarterly minimum fee equal to the lesser of $1,000 or the quarterly fee from applying a 1.60% annual percentage rate to total billable assets. Fee-only: Yes - The Schwab Wealth Advisory program charges a wrap fee including advisory, brokerage, custody, and administrative fees; no separate commissions are charged on trades within the program.

Location

Elk River, MN

Most active in

Minnesota · Texas

Work history

Charles Schwab

2022 - Present (4 years)

MerCap Securities, LLC

2020 - 2020 (1 year)

Prosperity Capital Advisors (C2P Enterprises)

2019 - 2022 (3 years)

N/A

2018 - 2019 (1 year)

UBS Financial Services

2006 - 2018 (12 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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