Grant Johnstone
Grant Johnstone is a CFP-designated registered investment advisor at Composition Wealth, LLC, based in West Linn, OR, with 28 years of industry experience. Grant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,933 clients with $6.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Composition Wealth's wealth management and portfolio management fees are based on the value of your portfolio and can range up to 1.50% annually. The fee depends on the complexity of the services, the amount of assets managed, and the overall relationship. Fees may be negotiable. Composition Wealth may also charge a fixed dollar fee for these services, which may exceed the asset-based fee.
Location
West Linn, OR
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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 rental property through Johnstone Financial Properties, dedicating minimal time. He is also an insurance sales agent selling non-securities insurance and fixed annuities, and maintains active law licenses in Texas and Kentucky, each requiring minimal time.
Employment History
Current Registrations
Composition Wealth, LLC
Previous Registrations
Johnstone Brokerage Services, LLCBroker
Cantella & CO., INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
Johnstone Financial Advisors
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
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.