AG
CFP
AG
CFP

Austin Grizzell

12 Years of Experience
Scottsdale, AZ

Austin Grizzell is a CFP-designated registered investment advisor at Sjs Investment Services, based in Scottsdale, AZ, with 12 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 995 clients with $2.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
995 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.10%
$500K - $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $5.0M0.70%
$5M+0.50%

Fees may be negotiable for unique investment practices, special reporting requirements, or extraordinary advisory services.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6720 North Scottsdale Rd., Suite 375, Scottsdale, AZ, 85233

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Sjs Investment Services
June 2022 - Present · 3 yrs 10 mos
Previous Registrations
Vanguard Advisers, INC.
February 2017 - April 2022 · 5 yrs 2 mos
Vanguard Marketing CorporationBroker
July 2013 - April 2022 · 8 yrs 9 mos
State Registrations1 state
AZ
Advisor

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.

Exams
No exam information available for this advisor.