Gary Kephart
Gary Kephart is a registered investment advisor at Grandview Asset Management LLC, based in Harrisburg, PA, with 63 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 663 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GrandView Asset Management generally charges between 1.00% and 1.50% per year to manage your investments. The exact fee is negotiable and depends on the size of your account, the complexity of your assets, and other factors. Fees are deducted directly from your account quarterly, in advance.
Location
4200 Crums Mill Road, Floor 2, Harrisburg, PA, 17112
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2011Customer Dispute
July 2002Customer Dispute
November 1998Employment History
Current Registrations
Grandview Asset Management LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Loeb PartnersBroker
Hornblower, Weeks, Noyes & Trask IncorporatedBroker
Hornblower & Weeks - Hemphill, Noyes IncorporatedBroker
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.