Grant Daley is a registered investment advisor at Eltekon Advisors, LLC., based in West Lake Hills, TX, 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 500 clients with $340M 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 $1000K | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Accounts that fall below $100,000 value will be assessed a minimum annual fee of $2,500. Fees are negotiable at the discretion of the advisor.
Fee Estimator
Location
3839 Bee Caves Rd, Suite 120, West Lake Hills, TX, 78746
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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 →Employment History
Current Registrations
Eltekon Advisors, LLC.
State Registrations1 state
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