Grant Colin is a registered investment advisor at Monarch Wealth Strategies, based in Los Angeles, CA, with 7 years of industry experience. Grant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 422 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Monarch Wealth Strategies' fees for managing your investments are negotiated with each client, but the maximum annual fee is 1.95% of the value of your portfolio. There is a $7,500 minimum annual fee. Fees are deducted from your account quarterly, in advance.
Location
6430 Sunset Blvd., Suite 1433, Los Angeles, CA, 90028
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Monarch Wealth Strategies
Previous Registrations
Seia
Signature Estate Securities, INC.Broker
Osaic Wealth, INC.Broker
State Registrations1 state
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