Grant Asset Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$10,381,298
Clients
45
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
45
HighAverage account size
$230,696
About
Grant Asset Management, LLC provides tailored financial planning, discretionary investment management, insurance consultancy, and retirement-plan consulting to individuals, families, trusts, charitable organizations, and small businesses. The firm manages roughly $10.4 million on behalf of about 45 clients and offers both ongoing portfolio management and standalone planning engagements.
The firm follows a goal‑based, behavioral finance approach with a focus on asset allocation and the use of passive Exchange Traded Funds, while applying modest tactical tilts driven by a top‑down macroeconomic outlook. Portfolios are typically managed on a discretionary basis, with mutual funds, individual securities, or tax‑sensitive positions used in certain situations such as asset transfers or specific client requests.
A distinguishing feature is that GAM’s professionals are separately licensed to sell life and health insurance and may implement insurance recommendations for clients, receiving customary commissions for those transactions — a role that the firm discloses as a potential conflict of interest. The firm operates as a small, single‑adviser practice and the brochure also notes the adviser’s part‑time outside business activities (a bar/restaurant and a sporting‑goods business) performed outside market hours.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Tax-loss harvesting
Life insurance needs analysis
Long-term care insurance
Cash flow / budgeting
Fee options
Financial planning flat fees generally range from $2,500 to $15,000 annually
$0 - $2,500,000: 1.00% $2,500,000 - $5,000,000: 0.85% $5,000,000 - $7,500,000: 0.70% $7,500,000 - $10,000,000: 0.60% $10,000,000+: Negotiable
Insurance product sales generate commissions to GAM's licensed insurance agents
Financial planning hourly rates from $200 to $500 per hour
Minimum fee: Minimum annual fee of $2,500; may be waived at discretion of GAM Fee-only: Financial planning fees generally range from $2,500 to $15,000 annually (fixed fee) and $200 to $500 hourly; financial planning fees may be waived if client maintains managed account of at least $250,000
Main office location
Grant Asset Management, LLC
Middletown NJ, United States
Number of offices
1
Most active in
Grant Asset Management, LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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