Gary Grimes is a registered investment advisor at Bloom Financial LLC, based in Lagrange, KY, with 9 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.80% |
| $500K - $750K | 1.60% |
| $750K - $1.0M | 1.40% |
| $1M+ | 1.20% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
Lagrange, KY
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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.
Learn about disclosures →Other Business Activities
Gary works as a bankruptcy auditor for the Department of Justice, spending nearly full-time hours during trading hours and about 10% of his time during non-securities hours. He also owns Tax Resolutions Services, LLC, providing tax and accounting services, dedicating minimal time during trading hours and a few hours per week during non-securities trading hours.
Employment History
Current Registrations
Bloom Financial LLC
Previous Registrations
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
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.