About GRIMES & COMPANY, INC.
As a financial consulting firm, GRIMES & COMPANY, INC. prides itself on providing expert financial advice to its clients. With a team of experienced and knowledgeable advisors, the company aims to help their clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Provides expert financial advice and guidance
- Assists clients in achieving their financial goals
- Works to secure a stable financial future for clients
Facts and Insights
GRIMES & COMPANY, INC. was founded in 1990 and has since grown to become a leading financial consulting firm. The company has a team of 250 advisors who are dedicated to providing top-notch financial services to their clients. With their expertise and in-depth knowledge of the financial industry, these advisors are able to offer valuable insights and recommendations to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 250 | 31 years |
Financial Services Offered
GRIMES & COMPANY, INC. offers a wide range of financial services to cater to the diverse needs of their clients. These services include investment management, retirement planning, tax planning and strategies, estate planning, and risk management. The company also provides financial education and resources to help clients make informed decisions about their finances.
Client Types
- High net worth individuals
- Families
- Business owners
- Retirees
- Non-profit organizations
Fees & Compensation
GRIMES & COMPANY, INC. operates on a fee-only compensation structure, which means that they do not receive commissions from the sale of financial products. This ensures that their advisors are not influenced by potential conflicts of interest and can provide unbiased recommendations to clients. The fees for their services are based on a percentage of the client’s assets under management, providing an incentive for the company to help clients grow their assets.
Background
The founder of GRIMES & COMPANY, INC., John Grimes, has over 40 years of experience in the financial industry. He and his team of advisors have a strong track record of success and have received numerous accolades for their work. The company is also a member of several professional organizations, including the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).
Financial Advisor Disclosures to Know
As a financial advisory firm, GRIMES & COMPANY, INC. is committed to transparency and ensuring its clients are well-informed. Their advisors are required to disclose any potential conflicts of interest and any fees or commissions they may receive from third parties. The company also follows strict ethical and regulatory guidelines set by the Securities and Exchange Commission (SEC) and other governing bodies.