Grant Sims is a CFP-designated registered investment advisor at Sjs Investment Services, based in Sylvania, OH, with 10 years of industry experience. Grant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 1,055 clients with $2.9B 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 $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees may be negotiable for unique investment practices, special reporting requirements, or extraordinary advisory services.
Fee Estimator
Location
6711 Monroe St., Building Iv, Suite A, Sylvania, OH, 43560
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 is an independent insurance agent since 2013 and a licensed insurance agent with Vanbridge Life and Executive Benefits. He sells life, disability, fixed annuities, accident, health, and long-term care insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
Sjs Investment Services
Previous Registrations
Tfo Wealth Partners
Munn Wealth Management, LLC
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.
Exams
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