Grant Hartmann is a registered investment advisor at Retirement Resource Wealth Management, LLC, based in West Fargo, ND. 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, Retirement Planning. Their firm serves 336 clients with $70M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Retirement Resource offers investment management through Orion Portfolio Solutions and Gradient Investments.
Orion Portfolio Solutions:
- Charges 1% annually of the assets managed. This fee is negotiable.
Gradient Investments:
- Strategic, Tactical, Allocation & Defined Outcome Portfolios: 1.60% annually.
- Preservation Portfolios: 1.00% annually.
- Private Wealth Portfolios: 1.50% annually.
Retirement Resource receives a portion of these fees. Fees are assessed quarterly in arrears. There is also a $15 quarterly service fee for technology and reporting.
Location
3331 Oak Ridge Pond Way East, West Fargo, ND, 58078
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Retirement Resource Wealth Management, LLC
State Registrations3 states
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