Grant Wealth Advisors LLC provides ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client to outline their current situation and construct a plan to aid in selecting a suitable portfolio. GWAL primarily recommends equities but may use other securities to diversify portfolios. They do not participate in wrap fee programs.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.65% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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