Grant Stucki is a CFP-designated registered investment advisor at Warwick Partners, based in Bryan, TX, with 13 years of industry experience. Grant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 229 clients with $2.1B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15.0M - $50.0M | 0.25% |
| $50.0M - $100.0M | 0.20% |
| $100.0M - $200.0M | 0.12% |
| $200.0M - $500.0M | 0.08% |
| $500M+ | 0.05% |
Fees are negotiable.
Fee Estimator
Location
4444 Carter Creek Parkway, Suite 109, Bryan, TX, 77802
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 →Employment History
Current Registrations
Warwick Partners
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Bogart Wealth, LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.Broker
State Registrations1 state
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.