Advisor at 22 Seven Wealth Management Inc
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Firm
22 Seven Wealth Management Inc
Location
Panama City, FL 32401
Credentials
ChFC®, Series 63, Series 65
Industry experience
20 years
Michael Grant is a financial advisor at 22 Seven Wealth Management Inc. in Panama City, FL, with 20 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at CUNA Mutual Group and Saxony Securities. Outside of advisory work, he is involved in a car rental business and provides consulting on electric vehicle charging installations. 22 Seven Wealth Management, Inc. offers financial planning, portfolio management, and retirement plan consulting to individuals, high-net-worth clients, corporations, and charitable organizations. The firm creates customized portfolios based on client goals and risk tolerance, employing various investment strategies and managing accounts primarily on a discretionary basis.
Based on 22 Seven Wealth Management Inc
Based on 22 Seven Wealth Management Inc
Financial planning fixed fees range from $500 to $2,500.
Owner and associates may sell securities for commission through affiliated broker-dealer Saxony Securities, Inc.
Financial planning services charged at $150 per hour.
For qualified clients, a base management fee of 0.50% annually plus a 20% performance fee on gains above the last annual 'high water' mark.
Account minimum: $25,000 Fee-only: Hourly fees of $150 per hour and/or a fixed fee of $500 to $2,500 for financial planning services; fee is negotiable and often waived with portfolio management engagement.
455 Harrison Ave, Suite H
Panama City, FL 32401
Florida
IP Financial Advisory Services LLC
2020 - Present (6 years)
Innovation Partners LLC
2020 - Present (6 years)
Saxony Securities
2018 - 2020 (2 years)
22 Seven Wealth Management Inc.
2018 - Present (8 years)
Cuna Brokerage Services, Inc.
2008 - 2017 (9 years)
CUNA Mutual GRoup
2008 - 2017 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
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CFA®, Series 63, Series 65
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PFS™, Series 65
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Series 66
Panama City Beach, FL
Keystone Private Wealth
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