Patti Grant is a registered investment advisor at Hive Wealth Management LLC, based in Ashton, MD, with 4 years of industry experience. Patti operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 2 clients with $340K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
Ashton, MD
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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.
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Patti is a trustee and member of the Federal City Council, working with local government and civic leaders. She also owns and manages investment real estate property through Pelican Properties LLC, dedicating minimal time to it and receiving an annual management fee.
Employment History
Current Registrations
Hive Wealth Management LLC
State Registrations5 states
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