Grand Wealth Management, LLC

Grand Wealth Management, LLC is an independent investment advisory and financial planning firm founded in 2004. The firm specializes in providing wealth management services, institutional investment management services, retirement plan advisory services, portfolio management services, and financial planning and consulting services. Grand Wealth Management is a fee-only firm, serving as a fiduciary to clients, upholding a duty of loyalty, fairness, and good faith. The firm manages $530,300,621 in regulatory assets under management on a discretionary basis as of December 31, 2024. For wealth management clients, the annual fee ranges from 1.00% to 0.30%, with a minimum quarterly fee of $2,500. Institutional investment management fees range from 0.80% to 0.30%, with a minimum quarterly fee of $2,500. Retirement plan advisory fees range from 0.10% to 0.75%. Portfolio management services have an annual fee of 1.00%, with a minimum quarterly fee of $1,250. Financial planning and consulting fees are calculated at a maximum hourly rate of $500, with a minimum engagement fee of $2,500. Grand Wealth Management follows Modern Portfolio Theory and recommends globally diversified mutual funds and ETFs. The firm does not charge performance-based fees and provides investment discretion to execute securities transactions within the client's designated investment objectives. Clients are responsible for voting proxies for securities in their accounts, and the firm does not have authority to vote on their behalf. Grand Wealth Management does not have any financial commitments impairing its ability to meet client obligations.