Grant Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Middletown NJ
Advisors at this office
1
Most active in
New Jersey · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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