Grant Glenn is a CFA, CFP-designated registered investment advisor at Noble Wealth Partners, based in Denver, CO, with 16 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 134 clients with $120M 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 $750K | 1.00% |
| $750K - $2.5M | 0.75% |
| $2.5M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Location
1401 Lawrence Street, Suite 1600, Denver, CO, 80202
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 Activities
Grant works for Colorado State University's investment committee, dedicating minimal time to this activity.
Employment History
Current Registrations
Noble Wealth Partners
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Alps Distributors, INC.Broker
J.P. Morgan Institutional Investments INC.Broker
Tiaa-Cref Individual & Institutional Services, LLCBroker
Oppenheimerfunds Distributor, INC.Broker
State Registrations5 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.