Eric Grant
Eric Grant is a registered investment advisor at Midwestern Securities Trading Co.,llc, based in Galesburg, IL, with 13 years of industry experience. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 10,329 clients with $1.6B 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 $1000K | 1.30% |
| $1.0M - $5.0M | 1.05% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.55% |
Advisory fees are negotiable and may be higher or lower than the standard advisory fee but such advisory fees may not exceed 2% annually.
Fee Estimator
Location
2558 North Seminary Street, Galesburg, IL, 61401
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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 ActivitiesSells Insurance
Eric operates the scoreboard for Monmouth College football games, dedicating a few hours per week. He is also an insurance producer with Porter Hay Insurance since 2018, spending about 10-20% of his time on this. Eric also works as a financial advisor at Midwest Bank full-time and coaches basketball at Immaculate Conception School for about 10-20% of his time.
Employment History
Current Registrations
Midwestern Securities Trading Co.,llc
Midwestern Securities Trading Company, LLCBroker
Previous Registrations
Country Capital Management CompanyBroker
State Registrations9 states
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