Advisor at Grit Family Office, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Grit Family Office, LLC
Location
Cedar Rapids, IA 52401
Credentials
Series 66
Industry experience
6 years
Colby Mc Intire is a financial advisor at Grit Family Office, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial LLC and iWealth. Outside of his advisory work, he has a background that includes experience at Menards and Minnesota State University, Mankato. Grit Family Office serves high-net-worth individuals and small businesses, providing portfolio management, comprehensive financial planning, and third-party adviser selection or referral. The firm employs a Modern Portfolio Theory-based investment approach with a long-term horizon, focusing on asset allocation and risk tolerance across a broad investment universe.
Based on Grit Family Office, LLC
Based on Grit Family Office, LLC
Financial planning fixed fees range from $25,000 to $200,000
$0 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.55% $10,000,001 - $25,000,000: 0.40% $25,000,001+: 0.25%
$250 per hour for financial planning services
Fee-only: Financial planning fixed fees between $25,000 and $200,000; hourly fees at $250/hour
427 1 St Street Se, Suite 100
Cedar Rapids, IA 52401
Iowa
GRIT Family Office
2023 - Present (3 years)
GRIT Family Office
2020 - 2023 (3 years)
LPL Financial
2019 - Present (7 years)
iWealth
2019 - 2020 (1 year)
Menards
2017 - 2018 (1 year)
Minnesota State University, Mankato
2015 - 2019 (4 years)
Triple G Farms
2010 - 2017 (7 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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Series 65, Series 66
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Ares-Bound Capital
Series 63, Series 65
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TRUEWEALTH STEWARDSHIP, LLC
CFP®, Series 63
Cedar Rapids, IA
Busbee Wealth Advisors LLC
Series 63, Series 66
Cedar Rapids, IA
Lunea Wealth Management
Series 63, Series 66
Queen Creek, AZ
Bridgeway Wealth Management, LLC
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