Samuel Grant is a CFP-designated registered investment advisor at Hb Wealth, based in Sandy Springs, GA, with 21 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 5,459 clients with $30B 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.63% |
| $10M+ | 0.50% |
Firm generally imposes a minimum annual fee of $12,500. Fees are negotiable.
Fee Estimator
Contact
Samuel Grant
Location
333 Sandy Springs Circle, Suite 121, Sandy Springs, GA, 30328
Get directionsHistory
Regulatory History (1)
Criminal
January 1994Other Business Activities
Samuel owns various rental properties. This activity requires a few hours per week outside of trading hours.
Employment History
Current Registrations
Hb Wealth
Previous Registrations
Homrich Berg
Sg Financial Advisors, LLC
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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