GM
GM

Grover Kelley Mccarthy

5 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
376 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$516.3M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.0M1.15%
$2.0M - $3.0M1.05%
$3.0M - $5.0M0.95%
$5M+0.85%

Standard fee schedule may be negotiable based on a number of factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

201 S. Lake Avenue, Suite 509, Pasadena, CA, 91101

Get directions

History

Regulatory History
Clean regulatory record

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
Stonemark Wealth Management
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
Equitable Advisors, LLC
February 2021 - June 2021 · 4 mos
Equitable Advisors, LLCBroker
December 2020 - June 2021 · 6 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.