Grant Carroll
Grant Carroll is a registered investment advisor at Strategic Financial Partners, LTD, based in Bend, OR, with 29 years of industry experience. Grant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 341 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Strategic Financial Partners (SFP) offers wealth management and portfolio management services.
For wealth management, SFP charges up to 2.50% of the value of your portfolio annually, with a $7,500 minimum fee per year.
For portfolio management, SFP charges up to 1.50% of the value of your portfolio annually, with a $1,650 minimum fee per year.
Fees are negotiable and billed quarterly in advance.
Location
Bend, OR
Get directionsHistory
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 is a registered investment advisor with Strategic Financial Partners, Ltd, dedicating about 20% of his time. He also sells non-variable insurance as part of comprehensive financial planning, spending a few hours per week, and is involved with Wavy C Ranch, a non-investment related home-based business, spending minimal time.
Employment History
Current Registrations
Strategic Financial Partners, LTD
LPL Financial LLCBroker
Previous Registrations
LPL Financial Corporation
Ws Griffith Securities, INC.
Ws Griffith Securities, INC.Broker
State Registrations10 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.