David Ian Grant

CFP

14 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningInsurance PlanningEducation PlanningFinancial Planning & CoachingEstate Planning

Retirement Matters, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

1 advisor

Number of Clients

21 clients

Average Client Portfolio

$952K average

Assets Under Management

$20.0M

Fee Structure

Minimum Investment:$1.5M

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $3.0M	1.00%
$3M+	0.50%

Minimum annual fee of $15,000 for Wealth Management services.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$15,000

Location

777 N. Lake Zurich Rd, Suite 125D, Barrington, IL, 60010

Get directions

History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Retirement Matters, INC.

May 2013 - Present · 12 yrs 9 mos

Previous Registrations

Clarus Financial Planning

January 2016 - June 2016 · 5 mos

Vantage Financial Partners Limited

December 2010 - May 2013 · 2 yrs 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.