Angie Grainger
Angie Grainger is a CFP, PFS-designated registered investment advisor at Prosperent Capital, LLC, based in Redwood Valley, CA, with 10 years of industry experience. Angie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.
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 | 1.75% |
| $500K - $1.5M | 1.25% |
| $1.5M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees may be negotiated.
Fee Estimator
Location
6951 East Road Suite D, Redwood Valley, CA, 95470
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
Angie is a CPA providing accounting and tax advice to individuals, families, and businesses under the name Prosperent, Co. Angie is also a licensed insurance professional conducting business under the name Prosperent Insurance Agency, Inc.
Employment History
Current Registrations
Prosperent Capital, LLC
Previous Registrations
Aspiriant, LLC
Black Belt Financial and Insurance Services, INC.
Desmond Wealth Management, INC.
Rethink Wealth Advisors, INC.
Paraklete Financial, INC.
Desmond Wealth Management, INC.
Rethink Money Coaching, INC.
Moss Adams Wealth Advisors LLC
State Registrations1 state
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