William Grant
William Grant is a registered investment advisor at Diamond Client Group, LLC, based in The Woodlands, TX, with 24 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 212 clients with $120M 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 | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are generally negotiable. Certain additional sub-advisory fees, platform fees, and/or Alternative Investment Fees may apply where the client’s account incorporates the use of Sub-Advisers and/or Alternative Investments.
Fee Estimator
Location
9595 Six Pines Drive, Suite 6200, The Woodlands, TX, 77380
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
William works as a financial advisor at Diamond Client Group, LLC, providing investment advice and financial planning, dedicating 60% of his time. He also sells and services individual life, dental, health, and long-term care insurance through various insurance companies, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Diamond Client Group, LLC
Previous Registrations
Vanderbilt Securities, LLCBroker
Peak Brokerage Services, LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
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.