Grant Private Wealth Management's Form ADV discloses 1.50% on the first $1 million, 1.30% on the next $2 million, 1.20% on the next $2 million, 1.10% on the next $5 million, and negotiable rates above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #292917), Grant Private Wealth Management is subject to fiduciary duty under federal law.
Grant Private Wealth Management is headquartered in PLEASANTON, CA.
Grant Private Wealth Management serves 111 high-net-worth clients according to their SEC filing dated September 10, 2026. View client details ↓
According to their SEC Form ADV, Grant Private Wealth Management offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
Grant Private Wealth Management manages $255 million in client assets according to their SEC filing dated September 10, 2026.
According to their SEC Form ADV, Grant Private Wealth Management serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓