Grant Blindbury
Grant Blindbury is a CFP-designated registered investment advisor at Fmb Retirement Services, based in Westlake Village, CA, with 20 years of industry experience. Grant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 45 clients with $150M 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 $1.0M | 0.85% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $20.0M | 0.30% |
| $20M+ | 0.30% |
Fees negotiable for accounts greater than $20,000,000. Online investment education and enrollment for Plan participants is no additional cost.
Fee Estimator
Location
100 N. Westlake Blvd., Suite 201, Westlake Village, CA, 91362
Get directionsHistory
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 ActivitiesSells Insurance
Grant works in retirement plan administration for Benefit Planning Inc., dedicating about a quarter of his time. He also spends about a quarter of his time as an insurance agent licensed in California, operating under the business name Grant Blindbury Insurance Co.
Employment History
Current Registrations
Fmb Retirement Services
Fmb Wealth Management
Previous Registrations
Financial West Investment Group, INC.
State Registrations1 state
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