Grant Flanagan is a registered investment advisor at Western Growers Financial Services, based in Irvine, CA. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 281 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Western Growers Financial Services charges an annual fee for investment management services based on a percentage of the assets invested. For accounts managed by third-party advisors, WGFS charges between 0.30% and 1.00% of the invested assets. For accounts managed directly by WGFS, the annual fee is up to 2.50% of the managed assets. The exact percentage is determined based on the size and complexity of the account and the client's needs. Fees are negotiable.
Location
6501 Irvine Center Drive Suite 100, Irvine, CA, 92618
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Western Growers Financial Services
Western Growers Financial Services, INC.Broker
State Registrations7 states
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