Grant Knox is a registered investment advisor at Osaic Wealth, INC., based in La Mesa, CA, with 32 years of industry experience. Grant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
La Mesa, CA
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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
Grant owns Knox Financial as a sole proprietorship, selling long-term care and life insurance, and also works as a loan officer originating mortgages and managing investment real estate, dedicating about a quarter of his time to each. He also serves as a trustee for his brother's special needs trust and owns rental property, each requiring minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Brookstreet Capital Management
Brookstreet Securities CorporationBroker
Cambridge Investment Research, INC.Broker
Dean Witter Reynolds INC.Broker
Prudential Securities IncorporatedBroker
Olde Discount CorporationBroker
White Securities, INC.Broker
Chatfield Dean & CO., INC.Broker
State Registrations18 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.