Kali Grant
Kali Grant is a registered investment advisor at Dimensions Wealth Management, LLC, based in Roseville, CA, with 21 years of industry experience. Kali operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 124 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dimensions Wealth Management's fees for comprehensive portfolio management are determined on a case-by-case basis, but will not exceed 2% annually. Fees are negotiable and are deducted from client accounts monthly or quarterly in advance. For assets managed under a Deferred Sales Trust, the maximum annual fee will not exceed 1%, with a portion paid to a third party.
Location
915 Highland Pointe Drive, Ste. 250, Roseville, CA, 95678
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kali works as a notary public/signing agent since 2020, dedicating a few hours per week. Kali is also the sole trustee of a trust and a trust created for the benefit of the grantor's daughter, and the snack bar director for the Placer Hillmen Football Booster Club.
Employment History
Current Registrations
Dimensions Wealth Management, LLC
Kingswood Capital Partners, LLC
Kingswood Capital Partners, LLCBroker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations1 state
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