GS
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Grant Michael Sylvester

1 Year of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
127 clients
Average Client Portfolio
$914K average
Assets Under Management
$116.0M

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$1,000
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Location

1427 Military Cuttoff Rd, Suite 206, Wilmington, NC, 28403

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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.

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Other Business Activities

Grant owns and operates Ashore Services LLC, a surface cleaning and pressure washing business. He dedicates a few hours per week to this non-investment related activity.

Employment History
Current Registrations
Zermatt Wealth Partners
February 2025 - Present · 1 yr
Previous Registrations
Zermatt Wealth Partners
December 2023 - December 2024 · 1 yr
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.