John Grant is a registered investment advisor at Grant Financial Group, based in Elberta, AL, with 26 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 97 clients with $17M 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% |
Minimum annual fee of 0.80% of assets. Fees are negotiable.
Fee Estimator
Location
24045 Miflin Rd, Elberta, AL, 36530
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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
John is a licensed life, health, and variable annuity insurance agent since 1986, holding appointments with several insurance companies. He primarily sells annuities and spends minimal time on this business.
Employment History
Current Registrations
Grant Financial Group
Previous Registrations
Global Partnership 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.