Grant Moulton is a registered investment advisor at Prosperitas Financial, LLC, based in Valencia, CA, with 12 years of industry experience. Grant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,635 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prosperitas Financial offers asset management services where the maximum annual fee charged will not exceed 2.00%. Fees are negotiable and are billed monthly in advance based on the value of the account on the last day of the previous quarter.
For clients utilizing third party managers, the maximum annual fee charged will not exceed 2.40%. This fee is in addition to any fees assessed by the third party manager.
Location
25060 Avenue Stanford, Suite 100, Valencia, CA, 91355
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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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Grant is an associate/employee at Blunt Wealth Services, where he works on financial planning. This takes about a quarter to half of his time.
Employment History
Current Registrations
Prosperitas Financial, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Belpointe Asset Management LLC
LPL Financial LLC
LPL Financial LLCBroker
Key Investment Services LLCBroker
Edward Jones
Edward JonesBroker
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.