Michael Grimm is a CFP-designated registered investment advisor at Intentional Living Fp, based in New Braunfelss, TX, with 7 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 100 clients with $33M 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 $500K | 1.50% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Annual fees are negotiable. For clients with assets above $500,000, Comprehensive Financial Planning will be included at no additional cost.
Fee Estimator
Location
123 N Seguin Ave. Ste, 202, New Braunfelss, TX, 78130
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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 →Employment History
Current Registrations
Intentional Living Fp
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Gwfs Equities, INC.Broker
Advised Assets Group, LLC
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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