Grant Maddox is a CFP-designated registered investment advisor at Hampton Park Financial Planners, based in Charleston, SC, with 7 years of industry experience. Grant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 53 clients with $20M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.80% |
Fees are negotiable for assets over $3,000,000. Flat fee arrangements are also available ranging from $3,600 to $100,000 annually.
Fee Estimator
Contact
Grant Maddox
Location
Charleston, SC
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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
Grant is a financial planner at Origin Investment Advisory LLC (d.b.a. Origin Financial LLC), providing investment advice and financial planning. This takes a few hours per week, including time during trading hours.
Employment History
Current Registrations
Hampton Park Financial Planners
Origin Investment Advisory LLC
Previous Registrations
Detterbeck Wealth Management
State Registrations3 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.
Exams
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