Grayeson Griess
Grayeson Griess is a registered investment advisor at Independent Wealth Network, INC., based in Urbandale, IA, with 1 years of industry experience. Grayeson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,460 clients with $520M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Management fees are negotiated directly with your investment advisor representative, ranging from a minimum firm program fee of 0.10% up to a maximum of 2.50% per year based on the average daily value of eligible assets.
Fee Estimator
Location
2350 NW 128th St, Urbandale, IA, 50323
Get directionsHistory
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 ActivitiesSells Insurance
Grayeson works as a financial representative selling fixed insurance products, including life, disability, annuities, LTC, health, Medicare supplements, and group benefits, dedicating about half of his time to this. He also works as a Door Dasher, spending about 10-20% of his time delivering food.
Employment History
Current Registrations
Independent Wealth Network, INC.
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations2 states
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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