Grant Frederick is a registered investment advisor at Proper Financial, LLC, based in Wayne, PA, with 23 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 122 clients with $65M 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 $1000K | 1.35% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
744 W Lancaster Avenue, Suite 220, Wayne, PA, 19087
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 owns Enertel Solutions, brokering electric service provider contracts, dedicating minimal time to this. He also sells insurance, spending about 10% to 20% of his time on this activity.
Employment History
Current Registrations
Proper Financial, LLC
Previous Registrations
Thrive Capital Management, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Cwa Asset Management Group
Water Oak Advisors, LLC
Mercer Global Advisors INC.
Camarda Wealth Advisory Group
Woodbury Financial Services, INC.
Fisher Investments
CBIZ Financial Solutions, INC.Broker
Capital Analysts, IncorporatedBroker
Walnut Street Securities, INC.Broker
New England SecuritiesBroker
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.