GH
CFP
GH
CFP

Grant Harrison

13 Years of Experience
Midvale, UT
Broker

Grant Harrison is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Midvale, UT, with 13 years of industry experience. Grant is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12908 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

7730 Union Park Ave Ste 300, Midvale, UT, 84047

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.

Learn about disclosures →
Other Business Activities

Grant rents out an apartment in Highland, UT, since 2021. This is not investment-related and requires minimal time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
May 2013 - Present · 13 yrs 5 mos
Ameriprise Financial Services, LLC
March 2013 - Present · 13 yrs 7 mos
Ameriprise Financial Services, LLCBroker
March 2013 - Present · 13 yrs 7 mos
State Registrations26 states
AZCACOFLGAHIIDILKSKYMNMOMTNCNJNMNVOKORSCTNTXUTVAWAWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
More Advisors