Grant Donaldson is a registered investment advisor at Tudor Financial, INC., based in Dayton, OH, with 37 years of industry experience. Grant is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 435 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3M+ | 0.75% |
Legacy Individual Stock Strategies have separate lower rates: 0.75% for $500K-$5M and 0.60% for over $5M. Family account values may be aggregated. Fees are typically not reduced but may be negotiated in unusual circumstances.
Fee Estimator
Location
8111 Timberlodge Trail, Dayton, OH, 45458-2103
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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 Activities
Grant is the President, Compliance Officer, and Investment Advisor Representative at Tudor Financial, a full-time, investment-related role. He also owns rental real estate properties, dedicating minimal time to this activity.
Employment History
Current Registrations
Tudor Financial, INC.
Westminster Financial Securities, INC.Broker
State Registrations14 states
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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