Grant Joiner is a CFP-designated registered investment advisor at Vineyard Wealth Group, LLC, based in Vineyard Haven, MA, with 18 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1 clients with $440K 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 $1000K | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
5 Beach Street, Vineyard Haven, MA, 02568
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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
Vineyard Wealth Group, LLC
Previous Registrations
LPL Financial LLCBroker
Martha's Vineyard Investment Advisors, LLC
Charles Schwab & CO., INC.
Optionsxpress, INC.Broker
Charles Schwab & CO., INC.Broker
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.