Brian Mcdonald is a registered investment advisor at Grantd Wealth, INC., based in Denver, CO, with 31 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 10 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $6.0M | 0.95% |
| $6.0M - $10.0M | 0.90% |
| $10.0M - $25.0M | 0.85% |
| $25M+ | 0.75% |
Fees are calculated using a blended rate based on average daily balance and may be negotiable in some instances.
Fee Estimator
Location
1700 Lincoln Street, 46th Floor, Denver, CO, 80203
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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 →Employment History
Current Registrations
Grantd Wealth, INC.
Previous Registrations
Afs Securities, LLCBroker
E*trade Securities LLCBroker
Morgan StanleyBroker
Optionsxpress, INC.Broker
Cybertrader, INC.Broker
Charles Schwab & CO., INC.Broker
Lehman Brothers INC.Broker
Hibbard Brown & CO., INC.Broker
State Registrations3 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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