Grant Palmer is a registered investment advisor at Waypoint Wealth Management, based in Timonium, MD, with 25 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 207 clients with $240M 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 - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Annual minimum fee is $5,000 and will be billed $1,250 quarterly. Fees and account minimums may be negotiable based on family relations or individual circumstances including account size, potential future account growth, business relationships and the level and scope of the services requested. Individual accounts for immediate family members (such as husband, wife and dependent children) may be aggregated, and the fee may be charged based on the total value of all family members’ accounts. Certain pre-existing Investment Management Services clients may be on a different fee schedule.
Fee Estimator
Location
9515 Deereco Road, Suite 604, Timonium, MD, 21093
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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 a CPA, partner, and shareholder at Callan & Palmer, LLP, an accounting firm, since 1988. Grant devotes about 10-20% of his time to this non-investment related business, mostly during securities trading hours.
Employment History
Current Registrations
Waypoint Wealth Management
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Api Financial Planning Services INC
State Registrations2 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.