Daniel Grattan is a registered investment advisor at Grattan Financial Strategies, INC., based in San Gabriel, CA, with 25 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 313 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are on a sliding scale from 1.25% to 1.00% depending on the size of the account and can be negotiated.
Fee Estimator
Location
8814 Huntington Drive, San Gabriel, CA, 91775-1271
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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
Daniel is a 24% owner of Grattan Financial Strategies, dedicating full-time hours to this activity.
Employment History
Current Registrations
Grattan Financial Strategies, INC.
B.B. Graham & Company, INC.Broker
Previous Registrations
Grattan Financial Securities, INC.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.