Richard Swensson is a registered investment advisor at Grantd Wealth, INC., based in Denver, CO, with 5 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 18 clients with $3.3M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
18 clients
Average Client Portfolio
$181K average
Assets Under Management
$3.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $6.0M | 0.95% |
| $6.0M - $10.0M | 0.90% |
| $10.0M - $25.0M | 0.85% |
| $25M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1700 Lincoln Street, 46th Floor, Denver, CO, 80203
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
June 2015Employment History
Current Registrations
Grantd Wealth, INC.
February 2021 - Present · 5 yrs 3 mos
State Registrations3 states
CAILTX
Advisor
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.