Grant Milner
Grant Milner is a registered investment advisor at G. Dewayne Mcanally, based in Oklahoma City, OK, with 17 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 385 clients with $150M 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 $250K | 1.35% |
| $250K - $500K | 1.20% |
| $500K - $750K | 1.05% |
| $750K+ | 0.90% |
Fees are negotiable depending on the needs of the client and complexity of the situation.
Fee Estimator
Location
5120 Gaillardia Corporate Pl., Suite B, Oklahoma City, OK, 73142
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
Grant receives income from the registered investment advisory firm G. Dewayne McAnally through MFOUR LLC. Grant also conducts insurance sales as an independent insurance agent, selling life and health insurance products.
Employment History
Current Registrations
G. Dewayne Mcanally
Previous Registrations
Anderson & Strudwick, Incorporated
Jesup & Lamont Securities CORP.
Empire Investment Advisors. INC
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.