Harrison Grimm is a registered investment advisor at The Grimm Group, based in Mars, PA. Harrison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.50%
$500K - $1.0M0.40%
$1M+0.30%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Harrison is an MBA Partner and Director of Investment Relations for 99 Tartans, LLC, a student-run investment syndicate. He is also the Founder and CEO of Trailer Jack 360 and The Fan-Brand Inc., spending a few hours per week on each of these ventures.

Employment History
Current Registrations
The Grimm Group
March 2025 - Present · 1 yr 2 mos
State Registrations1 state
PA
Advisor

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
No exam information available for this advisor.
Harrison Grimm - Financial Advisor | TrueAdvisor