Grant Webster
Grant Webster is a CFP-designated registered investment advisor at Arcadia Private Wealth LLC, based in Cardiff By the Sea, CA, with 13 years of industry experience. Grant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Arcadia Private Wealth's advisory fee ranges from $18,000 to $24,000 annually. This is a bundled fee that includes both financial planning and investment management. The portion of the fee for investment management will not exceed 2.00% of your portfolio. The fee is paid quarterly.
Location
120 Birmingham Drive,, Suite 240C, Cardiff By the Sea, CA, 92007
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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 →Employment History
Current Registrations
Arcadia Private Wealth LLC
Previous Registrations
Corient
Dowling & Yahnke, LLC
Akt Wealth Advisors, LP
United Capital Financial Advisers
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.