Grant Starkey is a registered investment advisor at Verus Capital Partners, LLC, based in San Marcos, CA, with 9 years of industry experience. Grant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 4,040 clients with $2.1B 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 | 2.50% |
| $500K+ | 2.00% |
Fees may be negotiable.
Fee Estimator
Location
751 Rancheros Drive, Suite 6, San Marcos, CA, 92069
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Grant operates his LPL business through Verus Capital Partners, LLC. He also works in tax preparation/accounting for Starkey Brothers, Inc. (about three-quarters of his time), owns real estate rental property through SGG Ventures, LLC (a few hours per week), and provides investment advisory services through Verus Capital Partners, LLC (about 10-20% of his time).
Employment History
Current Registrations
Verus Capital Partners, LLC
LPL Financial LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations5 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.