William Grant is a CFP-designated registered investment advisor at 360 Financial, based in Wayzata, MN, with 7 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 832 clients with $570M 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 $200K | 1.60% |
| $200K - $750K | 1.50% |
| $750K - $2.0M | 1.20% |
| $2.0M - $5.0M | 0.95% |
| $5.0M - $15.0M | 0.65% |
| $15M+ | 0.65% |
Fees are negotiable for accounts over $15,000,000. In general, household totals are taken into account when determining a Client’s fee rate. Financial Planning & Consulting services are included in our 360 Asset Management service for no additional fee for accounts with at least $500,000.
Fee Estimator
Location
849 Lake Street East, Wayzata, MN, 55391
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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
William operates his LPL business under the DBA 360 Financial and is an investment advisor representative (IAR) with 360 Financial, Inc, dedicating full-time hours to this role. He also hosts a podcast called "The Road to the Top", spending minimal time on it.
Employment History
Current Registrations
360 Financial
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Kovitz Investment Group Partners, LLC
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Bcu Wealth Advisors, LLC
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.