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Grant Augustini

1 Year of Experience
Southlake, TX
2 DisclosuresSells Insurance

Grant Augustini is a registered investment advisor at Vivid Wealth Management LLC, based in Southlake, TX, with 1 years of industry experience. Grant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.

Compensation
N/A
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

Vivid Wealth Management refers clients to Gradient Investments, LLC, a third-party investment manager. Gradient Investments offers various actively managed portfolios. Vivid receives a portion of the fees charged by Gradient Investments. The total annual fee ranges from 1.00% to 2.00% of your portfolio, depending on the portfolio type. Vivid's portion is 0.60% to 1.00%. A $15 quarterly service fee is also charged. These fees are negotiable.

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Location

420 N Carroll Ave, Suite 160, Southlake, TX, 76092

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History

Regulatory History (2)
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Criminal
September 2015
Final Disposition
Criminal
April 2014
Final Disposition
Other Business ActivitiesSells Insurance

Grant is an insurance agent with Vivid Financial Group since 2019. This investment-related activity takes about half of Grant's time.

Employment History
Current Registrations
Vivid Wealth Management LLC
May 2024 - Present · 2 yrs
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.