Grant Wei is a CFA-designated registered investment advisor at Limeral Research, based in Malvern, PA, with 2 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
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.00% |
Limeral Research charges a flat annual fee of $1.00 regardless of assets under management. Fees are negotiable at the firm's discretion.
Fee Estimator
Location
81 Lancaster Ave, Malvern, PA, 19355
Get directionsHistory
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 →Employment History
Current Registrations
Limeral Research
Previous Registrations
Sanford C. Bernstein & CO., 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.
Exams
More Advisors
- Yi Liu, CFPVanguard Advisers, INC.
- Joseph Marcelli, CFPVanguard Advisers, INC.
- Michael Mccallister, CFPVanguard Advisers, INC.
- Ryan Waddell, CFPVanguard Advisers, INC.
- Joseph Morrison, CFAVanguard Advisers, INC.
- Zhi Martinez, CFPVanguard Advisers, INC.