Grace Arnold
Grace Arnold is a CFA-designated registered investment advisor at Greenup Street Wealth Management LLC, based in Cleveland Heights, OH, with 10 years of industry experience. Grace operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 754 clients with $660M 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.45% |
Fees are negotiable.
Fee Estimator
Location
Cleveland Heights, OH
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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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Grace works as an independent contractor creating crossword puzzles for Andrews McMeel Universal since 2023. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Greenup Street Wealth Management LLC
Previous Registrations
American Century Investment Services INC.Broker
American Century Investment Services INC.Broker
State Registrations1 state
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