Denise Grace
Denise Grace is a registered investment advisor at Aan Wealth Advisors LLC, based in Farmington Hills, MI, with 10 years of industry experience. Denise operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 229 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Combined management fee for AAN Wealth Advisors and the subadvisor is up to 1.50% annually, billed quarterly in arrears. Fees are negotiable.
Fee Estimator
Location
Farmington Hills, MI
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Regulatory 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 ActivitiesSells Insurance
Denise is the owner and insurance agent at Grace Financial Group, LLC, where she sells fixed insurance products. She spends about a quarter of her time on these insurance-related activities.
Employment History
Current Registrations
Aan Wealth Advisors LLC
Previous Registrations
Alphastar Capital Management, LLC
Virtue Capital Management, LLC
Alphastar Capital Management, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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