GS

Grant Michael Sylvester

1 Year of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
127 clients
Average Client Portfolio
$914K average
Assets Under Management
$116.0M

Fee Structure

Minimum Annual Fee:$1,000
Hourly Rate:$100 - $500/hr

Fees are based on a percentage of assets under management, hourly charges, and fixed fees. A technology platform fee of up to 0.25% (subject to a $10 minimum quarterly fee - $40 annually) per account is charged. Hourly fees range from $100 to $500 per hour. There is a minimum annual retainer fee of $1,000 for flat management fees. Fees are negotiable and may be customized depending on the client's needs.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
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Advisor Information

Office location

1427 Military Cuttoff Rd, Suite 206, Wilmington, NC, 28403

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Regulatory History
Clean regulatory record

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.

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Other Business Activities

Grant owns and operates Ashore Services LLC, a surface cleaning and pressure washing business. He dedicates a few hours per week to this non-investment related activity.

Employment History
Current Registrations
Zermatt Wealth Partners
February 2025 - Present · 11 mos
Previous Registrations
Zermatt Wealth Partners
December 2023 - December 2024 · 1 yr
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.