GK
GK
Grant Kuphall is a registered investment advisor at Searle & CO., based in Greenwich, CT, with 45 years of industry experience. Their practice areas include Investment Management. Their firm serves 127 clients with $630M in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
8 advisors
Number of Clients
127 clients
Average Client Portfolio
$5.0M average
Assets Under Management
$629.9M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The management fee is negotiable, depending on individual client circumstances, and it will not exceed a maximum of 2.0% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
333 Greenwich Ave, Greenwich, CT, 06830
Get directionsHistory
Regulatory History (5)
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Judgment / Lien
January 2026Judgment / Lien
September 2022Judgment / Lien
February 2020Judgment / Lien
September 2018Judgment / Lien
October 2017Employment History
Current Registrations
Searle & CO.
February 2003 - Present · 23 yrs 3 mos
Searle & CO.
November 2001 - Present · 24 yrs 6 mos
Searle & CO.Broker
November 2001 - Present · 24 yrs 6 mos
Previous Registrations
The Advisors Group, INC.Broker
December 2000 - December 2001 · 1 yr
Hutchinson, Shockey, Erley & CO.Broker
May 1995 - January 1999 · 3 yrs 8 mos
Morgan Stanley Market Products INC.Broker
December 1987 - January 1995 · 7 yrs 1 mo
Morgan Stanley & CO., IncorporatedBroker
November 1987 - April 1995 · 7 yrs 5 mos
Salomon Brothers INC.Broker
November 1978 - November 1987 · 9 yrs
State Registrations6 states
CACOCTILNYTN
AdvisorBrokerBoth
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.