Jeffrey Grad is a registered investment advisor at Grad Wealth Management PLLC, based in Livonia, MI, with 6 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 5 clients with $1.6M 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 | 1.50% |
The maximum annual management fee is 1.50%, which includes the Third-Party Advisers fee. Grad Wealth Management will pay a portion of the management fee to the Third-Party Adviser for the use of their services which range between 0.10% to 1.00%. The annual fee is negotiable based on the size of the account(s).
Fee Estimator
Location
35951 Five Mile Rd, Livonia, MI, 48154
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is the owner of Grad & Shoemaker, PC, providing tax and accounting services, dedicating nearly full-time hours to this role. He also owns LHS Properties, LLC, Spencer Street, LLC, and Fremont Street, LLC, which are investment properties, requiring minimal time.
Employment History
Current Registrations
Grad Wealth Management PLLC
Previous Registrations
Founders Financial Securities, LLC
Founders Financial Securities LLCBroker
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.