Grant Billings is a registered investment advisor at Royal Oak Financial Group, based in Worthington, OH, with 3 years of industry experience. Grant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 399 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Royal Oak Financial Group charges an annual fee based on the value of your portfolio. The fee ranges from 0.50% to 2.00% of your portfolio. The exact fee is negotiable and depends on the complexity of your financial situation.
Location
5858 High Street, Worthington, OH, 43085
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Grant is a CPA working for Royal Oak Financial Group. He does not receive commissions.
Employment History
Current Registrations
Royal Oak Financial Group
State Registrations1 state
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