Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee may be negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
710 SE Third Street, Lee'S Summit, MO, 64063
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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
Grant is the Chief Investment Officer/Chief Compliance Officer at Rise Consulting LLC, a financial consulting/RIA firm, since 2021. He spends about half of his time developing investment models, placing trades, and overseeing firm compliance.
Employment History
Current Registrations
Rise Retirement, LLC
Previous Registrations
The Leaders Group, INC.Broker
Creative Planning
Waddell & ReedBroker
Commonwealth Financial NetworkBroker
American Century Investment Services INC.Broker
American Century Brokerage, INC.Broker
American Century Investment Services INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations3 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.