Grant Carey is a registered investment advisor at Carey Wealth Management, based in San Ramon, CA. Grant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 102 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Carey Wealth Management charges a maximum of 1.25% annually for investment management. This fee is calculated based on the value of your account and is billed quarterly in advance. The fee is negotiable. Adjustments are made for deposits and withdrawals during the quarter.
Location
2819 Crow Canyon Road, Suite 101, San Ramon, CA, 94583
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Carey Wealth Management
State Registrations1 state
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