Grant Andrews is a CFP-designated registered investment advisor at Modern Wealth Management, LLC, based in Aubrun, CA, with 3 years of industry experience. Grant is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 11,934 clients with $11B 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable. Eligible first responder and military households receive a discounted rate of 1.25% on the first tier ($0-$499,999).
Fee Estimator
Location
200 Auburn Folsom Rd, Suite 200, Aubrun, CA, 95603
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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 operates AWA Wealth Management, LLC as a DBA for his LPL business. This activity is investment-related and occurs at the reported business locations.
Employment History
Current Registrations
Modern Wealth Management, LLC
Mutual Securities, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations14 states
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