Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for Investment Management and Family Office services are typically billed in advance each quarter, based on the account value at the end of the previous quarter. Our fees, account minimums and their applications to family circumstances are negotiable.
Areas of Practice
Advisor Information
Office location
1440 Arrowhead Drive, Maumee, OH, 43537
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Grant is an independent insurance agent since 2013 and a licensed insurance agent with Vanbridge Life and Executive Benefits. He sells life, disability, fixed annuities, accident, health, and long-term care insurance, dedicating minimal time to this activity.