Grant O'bryan is a registered investment advisor at Alchemy Wealth Management, based in Billings, MT, 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 198 clients with $62M 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 $50K | 1.90% |
| $50K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
Billings, MT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Grant is a commissioned officer in the U.S. Army Reserve, serving as a Public Works Officer since 2017. He dedicates about 10-20% of his time to this role, primarily on weekends, with occasional requirements during regular trading hours.
Employment History
Current Registrations
Alchemy Wealth Management
Previous Registrations
One Day in July LLC
State Registrations4 states
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