Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Waterloo Capital offers investment management services on a fee-only basis. The maximum annual fee for this service is 2.5%, calculated based on the market value of assets in the client's account on the last day of the previous quarter. Clients may be charged $250 per hour for additional services such as financial plan implementation or mortgage analysis. For clients with assets under management of $2,000,000 or more, the firm will reduce its next quarterly fee in an amount equal to the transaction-based fees incurred by the client during the preceding quarter.
Areas of Practice
Advisor Information
Office location
3614 W Southern Hills Blvd., Suite 102, Rogers, AR, 72758
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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 advisor, senior partner, and insurance licensed professional at Lighthouse Financial since 2015, dedicating full-time hours. He is also an IAR at Waterloo Capital since late 2023, spending a few hours per week, and the owner of Smith Financial Consulting LLC since early 2023, spending nearly full-time hours.