Eric Grant
Eric Grant is a registered investment advisor at Midwestern Securities Trading Co.,llc, based in Galesburg, IL, with 14 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 11,847 clients with $2B 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 $1.0M | 1.30% |
| $1.0M - $5.0M | 1.05% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.55% |
Fees are negotiable and may be higher or lower, not to exceed 2.0% annually. Beacon Portfolios carry an additional $40 annual maintenance fee.
Fee Estimator
Location
2558 North Seminary Street, Galesburg, IL, 61401
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
Eric operates the scoreboard for Monmouth College football games, dedicating a few hours per week. He is also an insurance producer with Porter Hay Insurance since 2018, spending about 10-20% of his time on this. Eric also works as a financial advisor at Midwest Bank full-time and coaches basketball at Immaculate Conception School for about 10-20% of his time.
Employment History
Current Registrations
Midwestern Securities Trading Co.,llc
Midwestern Securities Trading Company, LLCBroker
Previous Registrations
Country Capital Management CompanyBroker
State Registrations9 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.
Exams
More Advisors
- Jeremy Downin, CFPStifel, Nicolaus & Company, Incorporated
- David Crose, CFPAmeriprise Financial Services, LLC
- Jean Schneider, CFPBerthel Fisher & Company Financial Services, INC.
- Lance Aten, CFPLPL Financial LLC
- Robert Williams, ChFCState Farm Investment Management CORP.
- Jason O'brien, CFP, ChFCEdward Jones