Steven Grey is a registered investment advisor at Grey Rhodes Advisors, LLC, based in Palm Beach Gardens, FL, with 5 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 46 clients with $43M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.85% |
Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Location
4500 Pga Blvd, Suite 304B, Palm Beach Gardens, FL, 33418
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Steven is the Founder and Managing Principal of Grey Value Management, LLC and Grey Investment Management, LLC, both investment-related entities overseeing the Grey Value Opportunity Fund. He dedicates nearly full-time hours to these businesses.
Employment History
Current Registrations
Grey Rhodes Advisors, LLC
State Registrations2 states
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