Grant Nichols is a registered investment advisor at Ross Wealth Group, LLC, based in Arlington, 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 Business Owners, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 170 clients with $19M 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 $500K | 1.85% |
| $500K - $1.0M | 1.65% |
| $1M+ | 1.45% |
Fees are negotiable based on anticipated future earning capacity, future additional assets, total assets managed, related accounts, account composition, and other factors.
Fee Estimator
Location
1325 W. Randol Mill Rd., Suite 100, Arlington, TX, 76012
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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 →Employment History
Current Registrations
Ross Wealth Group, LLC
Previous Registrations
UBS Financial Services INC.Broker
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
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