Areas of Practice
Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningInvestment ManagementSocially Responsible InvestingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
47 clients
Average Client Portfolio
$329K average
Assets Under Management
$15.4M
Fee Structure
Minimum Investment:None
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4M+ | 0.80% |
Fees are negotiable for accounts above $4,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Grant Roger Maddox
Location
Charleston, SC
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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.
Learn about disclosures →Other Business Activities
Grant is a financial planner at Origin Investment Advisory LLC (d.b.a. Origin Financial LLC), providing investment advice and financial planning. This takes a few hours per week, including time during trading hours.
Employment History
Current Registrations
Hampton Park Financial Planning
January 2022 - Present · 4 yrs 1 mo
Origin Investment Advisory LLC
November 2021 - Present · 4 yrs 3 mos
Previous Registrations
Detterbeck Wealth Management
May 2019 - September 2021 · 2 yrs 4 mos
State Registrations3 states
CASCTX
Advisor
Exams
No exam information available for this advisor.
Contact
Grant Roger Maddox