Brandon Grimm is a CFA-designated registered investment advisor at Gilbert & Cook, INC., based in West Des Moines, IA, with 17 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 840 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gilbert & Cook offers investment advisory services tailored to each client's financial situation and goals. They determine an appropriate asset allocation based on the client's objectives, risk tolerance, and time horizon. Investment advisory services are most commonly provided alongside financial planning services. For specific investment management fees, please see the Wrap Fee Platform Brochure.
Location
5058 Grand Ridge Drive, West Des Moines, IA, 50265
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brandon is a passive investor in Artisan Foundry, LLC, Tailwind Landing St. Louis, LLC (real estate), and Summit SI Holdings LLC. These activities are not investment-related and require minimal time.
Employment History
Current Registrations
Gilbert & Cook, INC.
Previous Registrations
Vsr Advisory Services
Vsr Financial Services, INC.Broker
State Registrations1 state
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