Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.50% |
| $1.0M - $5.0M | 1.50% |
| $5.0M - $25.0M | 1.00% |
| $25M+ | 0.50% |
Fee Estimator
Financial planning fees are either fixed (up to $5,000) or hourly ($500/hour for IAR, $100/hour for Para-planner, $50/hour for admin support). Consultation fees are up to $500/hour or fixed ($500-$5,000). Ongoing consultations are fixed fees ($5,000-$15,000 annually). 401(k) pension consulting has tiered AUM fees. Asset management fees follow a schedule outlined below and may be negotiable. A minimum of $250,000 is generally required to open an asset management account, but exceptions can be made.
Areas of Practice
Advisor Information
Office location
751 Rancheros Drive, Suite 6, San Marcos, CA, 92069
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 Activities
Grant operates his LPL business through Verus Capital Partners, LLC. He also works in tax preparation/accounting for Starkey Brothers, Inc. (about three-quarters of his time), owns real estate rental property through SGG Ventures, LLC (a few hours per week), and provides investment advisory services through Verus Capital Partners, LLC (about 10-20% of his time).