Grace Capital Management, LLC

Grace Capital Management, LLC (CRD# 169813) is a financial advisory firm headquartered in Fort Myers, FL. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Grace Capital Management, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Robert E. Grace
CRD#: 226833
13450 Parker Commons Blvd., Suite 101, Fort Myers, FL 33912
96
Wealthminder
score

Robert Grace (CRD# 226833) is an Investment Advisor Representative working at Grace Capital Management, LLC in Fort Myers, FL and has over 21 years of experience in the finance industry.

2
Charles J. Brock Ii
CRD#: 2417232
13450 Parker Commons Blvd., Suite 101, Fort Myers, FL 33912
93
Wealthminder
score

Charles Brock Ii (CRD# 2417232) is an Investment Advisor Representative working at Grace Capital Management, LLC in Fort Myers, FL and has over 23 years of experience in the finance industry.

3
Christopher W. Burch
CRD#: 6001878
13450 Parker Commons Blvd., Suite 101, Fort Myers, FL 33912
90
Wealthminder
score

Christopher Burch (CRD# 6001878) is an Investment Advisor Representative working at Grace Capital Management, LLC in Fort Myers, FL and has over 5 years of experience in the finance industry.

4
Kurt M. Traulsen
CRD#: 6508645
13450 Parker Commons Blvd., Suite 101, Fort Myers, FL 33912
87
Wealthminder
score

Kurt Traulsen (CRD# 6508645) is an Investment Advisor Representative working at Grace Capital Management, LLC in Fort Myers, FL and has over 2 years of experience in the finance industry.

5
Wesley D. Burdette
CRD#: 4537505
13450 Parker Commons Blvd., Suite 101, Fort Myers, FL 33912
81
Wealthminder
score

Wesley Burdette (CRD# 4537505) is an Investment Advisor Representative working at Grace Capital Management, LLC in Fort Myers, FL and has over 15 years of experience in the finance industry.

6
Cheryl L. Charbonneau
CRD#: 4557798
13450 Parker Commons Blvd., Suite 101, Fort Myers, FL 33912
81
Wealthminder
score

Cheryl Charbonneau (CRD# 4557798) is an Investment Advisor Representative working at Grace Capital Management, LLC in Fort Myers, FL and has over 6 years of experience in the finance industry. Cheryl Charbonneau has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Lyndon R. Harrison
CRD#: 4090907
13450 Parker Commons Blvd., Suite 101, Fort Myers, FL 33912
81
Wealthminder
score

Lyndon Harrison (CRD# 4090907) is an Investment Advisor Representative working at Grace Capital Management, LLC in Fort Myers, FL and has over 17 years of experience in the finance industry.

8
Alicia A. Turner
CRD#: 4493123
13450 Parker Commons Blvd., Suite 101, Fort Myers, FL 33912
81
Wealthminder
score

Alicia Turner (CRD# 4493123) is an Investment Advisor Representative working at Grace Capital Management, LLC in Fort Myers, FL and has over 15 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.