Grant Financial Group, founded by John S. Grant, offers investment management services to clients. They work with clients to create customized plans based on their goals and investment objectives. Grant Financial Group manages assets on a discretionary basis. The firm requires clients to enter into a written agreement before providing investment advisory services.
Assets Under Management$17M
Clients97
Advisors1
Avg. per Client$180K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Minimum annual fee of 0.80% of assets. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...