Carl Grande
Carl Grande is a registered investment advisor at First Advisors National, LLC, based in Glendora, CA, with 8 years of industry experience. Carl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,858 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.85% |
Advisory fees are negotiable up to a maximum of 1.85% per year. Fees exclude transaction fees, account maintenance fees, and administrative costs.
Fee Estimator
Location
440 E. Route 66, Glendora, CA, 91740
Get directionsHistory
Regulatory History (2)
Regulatory
May 2014Criminal
June 2006Other Business ActivitiesSells Insurance
Carl is the CEO of CG Financial, an insurance and financial services company. This investment-related activity takes about half of Carl's time.
Employment History
Current Registrations
First Advisors National, 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.
Exams
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