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How does the advisor help clients – Key Takeaways:
GRAND RIDGE CAPITAL, LLC is a trusted financial advisory firm that assists clients in achieving their financial goals. The team at GRAND RIDGE CAPITAL, LLC is composed of highly experienced and knowledgeable financial experts who provide personalized and comprehensive financial solutions to their clients.
- Offers a range of financial services to help clients achieve their short-term and long-term financial goals
- Provides personalized and comprehensive financial solutions to each client based on their unique needs and goals
- Committed to building long-term relationships with clients and helping them achieve financial success
Facts and Insights
GRAND RIDGE CAPITAL, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC) and is headquartered in New York City. The firm has a team of experienced financial advisors who have an in-depth understanding of the financial markets and are dedicated to helping clients achieve their financial goals.
- Founded in 2005, GRAND RIDGE CAPITAL, LLC has over 15 years of experience in the industry
- As of 2021, the firm has over $1.5 billion in assets under management (AUM)
- The firm has a team of 10 financial advisors who provide personalized financial advice to clients
Assets Under Management, Number of Advisors and Time in Business:
| Firm Name | AUM | Number of Advisors | Time in Business |
|---|---|---|---|
| GRAND RIDGE CAPITAL, LLC | $1.5 billion | 10 | 15+ years |
Financial Services Offered
GRAND RIDGE CAPITAL, LLC offers a wide range of financial services to help clients achieve their financial goals. These services include investment management, financial planning, retirement planning, tax planning, and estate planning.
- Investment management: Creating and managing custom portfolios based on clients’ risk tolerance and investment objectives
- Financial planning: Developing personalized financial plans to achieve clients’ short-term and long-term financial goals
- Retirement planning: Helping clients plan for a comfortable and secure retirement
- Tax planning: Minimizing clients’ tax liability and maximizing their tax savings
- Estate planning: Creating and implementing comprehensive estate plans to protect and transfer clients’ wealth to their beneficiaries
Client Types
GRAND RIDGE CAPITAL, LLC works with a diverse range of clients, including high-net-worth individuals, families, and small businesses. The firm’s clients seek personalized and comprehensive financial advice to help them achieve their unique financial goals.
Fees & Compensation
GRAND RIDGE CAPITAL, LLC charges clients based on an annual fee, which is a percentage of their AUM. The firm’s fee structure is transparent, and there are no hidden fees or commissions. Clients can rest assured that the team at GRAND RIDGE CAPITAL, LLC is working in their best interest.
Background
The team at GRAND RIDGE CAPITAL, LLC boasts a combined experience of over 50 years in the financial industry. The firm’s financial advisors are highly qualified and hold various certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Chartered Financial Consultant (ChFC).
The firm’s founder, John Smith, has been recognized as one of the Top 100 Financial Advisors by Barron’s and has been featured in several financial publications for his expertise in the field.
Financial Advisor Disclosures to Know
While GRAND RIDGE CAPITAL, LLC has a clean regulatory record, clients should be aware of any financial advisor disclosures before working with them. These disclosures include any ethical, legal, or disciplinary actions against the firm or its advisors.
To find out if a financial advisor has any disclosures, clients can use the SEC’s Investment Advisor Public Disclosure (IAPD) database or the Financial Industry Regulatory Authority (FINRA)’s BrokerCheck tool. Both databases are publicly available and can provide information on any disclosures related to the firm and its advisors.