Brian Granato
Brian Granato is a registered investment advisor at Providence Wealth Advisors, LLC, based in Frankfort, IL, with 15 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 653 clients with $680M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $2.0M | 0.65% |
| $2M+ | 0.50% |
Fee schedule is negotiable.
Fee Estimator
Location
20220 South Lagrange Road, Frankfort, IL, 60423
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Regulatory 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
Brian is the President/Trustee of the Village of Worth Police Pension Fund municipal police pension fund since 2022. This activity is not investment-related.
Employment History
Current Registrations
Providence Wealth Advisors, LLC
Previous Registrations
Providence Wealth Advisors, LLC
State Registrations1 state
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