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Beth Griper

24 Years of Experience
New York, NY
Broker

Beth Griper is a registered investment advisor at Mackay Shields LLC, based in New York, NY, with 24 years of industry experience. Beth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 354 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
354 clients
Average Client Portfolio
$450.6M average
Assets Under Management
$159.5B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Asset-based fees generally range from 0.030% to 1.50% annually, depending on the strategy and vehicle involved. Fees are negotiated on a case-by-case basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

299 Park Avenue, 32nd Floor, New York, NY, 10171

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Beth serves as the Secretary to the Board of the Silo Hill Condominium Association, where she lives. This activity is not investment-related and requires minimal time outside of normal business hours.

Employment History
Current Registrations
Mackay Shields LLC
April 2008 - Present · 18 yrs 6 mos
Nylife Distributors LLC
October 2007 - Present · 19 yrs
Nylife Distributors LLCBroker
October 2007 - Present · 19 yrs
Previous Registrations
Bfp Securities, LLCBroker
January 1999 - March 2004 · 5 yrs 2 mos
State Registrations2 states
NYOK
AdvisorBroker

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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