Frank Grinnell is a registered investment advisor at Grinnell Capital, LLC, based in Park City, UT, with 23 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 26 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | Included |
| $50K - $100K | Included |
| $100K - $200K | Included |
| $200K - $350K | Included |
| $350K - $500K | Included |
| $500K - $1000K | Included |
| $1.0M - $2.0M | Included |
| $2.0M - $3.0M | Included |
| $3.0M - $4.0M | Included |
| $4.0M - $5.0M | Included |
| $5.0M - $10.0M | Included |
| $10.0M - $25.0M | Included |
| $25.0M - $50.0M | Included |
| $50M+ | Included |
Fee Estimator
Location
Park City, UT
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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
Frank is a co-founder of D & F Real Estate Partners LLC, involved in rental real estate with minimal time spent. He also works with Grinnell Capital, LLC as an outsourced CIO and consultant, spending about 10% of his time in total.
Employment History
Current Registrations
Grinnell Capital, LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Tenzing Capital, LLC
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
State Registrations5 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.