Douglas Grant is a CFP-designated registered investment advisor at Grant Asset Management, LLC, based in Middletown, NJ, with 21 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 45 clients with $10M 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $7.5M | 0.70% |
| $7.5M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees are negotiable for accounts above $10,000,000. Clients who pay a flat fee for financial planning receive a credit against their first twelve months of investment advisory fees.
Fee Estimator
Location
Middletown, NJ
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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
Douglas is the manager of Stud Lumber, LLC, a baseball equipment manufacturer, dedicating a few hours per week. He is also a part-owner and manager of the Madd Hatter bar in Hoboken, NJ, spending a few hours per week there.
Employment History
Current Registrations
Grant Asset Management, LLC
Previous Registrations
Barrister
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Garden State Investment Advisory Services, LLC
Garden State Securities, INC.Broker
Fidelity Brokerage Services LLCBroker
AXA Advisors, LLCBroker
Dominick & Dominick LLCBroker
J.P. Turner & Company, L.L.C.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.
Exams
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