Grant Jordy is a registered investment advisor at Rose Wealth, LLC, based in Longview, TX, with 2 years of industry experience. Grant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 36 clients with $5.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
The annual fee is no greater than 1.75%. If a sub-advisor is used, the total fees charged by both Rose Wealth and the sub-advisor will not exceed 2.3% per year. There is also a $7 per month per account fee. In individual cases, Rose Wealth has the sole discretion to negotiate fees that are lower than the standard fee shown or to waive fees.
Fee Estimator
Location
305 West Loop 281, Suite 101, Longview, TX, 75605
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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 Activities
Grant is involved with True Alignment Academy, dedicating about 10-20% of his time. This activity, which started in February 2024, is not investment-related.
Employment History
Current Registrations
Rose Wealth, LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations1 state
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.