David Grant
David Grant is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Douglasville, GA, with 12 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,575 clients with $13B 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 $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Customized fees may be negotiated for total account values of $10,000,000 or more. Certain fee reductions apply for employees and accounts funded from specific previously established brokerage accounts.
Fee Estimator
Location
7447 Douglas Blvd, Ste 104, Douglasville, GA, 30135-1575
Get directionsHistory
Regulatory History (1)
Regulatory
May 2018Other Business ActivitiesSells Insurance
David owns Dave Grant Insurance and Fin Services, and D Grant Holdings, LLC, both related to commercial property. He also owns David Grant's Insurance Agency as an agent for State Farm, dedicating about half of his time to serving customers and supervising employees.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.
State Farm Vp Management CORP.Broker
State Registrations7 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
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