Dana Grigg is a registered investment advisor at Camelotta Advisors, based in San Francisco, CA, with 21 years of industry experience. Dana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 61 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The management fee varies up to 1.50%, depending upon the size and composition of a client’s portfolio, the type and amount of services rendered and the individual(s) providing the services. In addition to, or in lieu of, the asset-based fee, the Firm can negotiate a fixed fee and/or provide services on an hourly basis at $575 per hour. For asset management services the Firm provides with respect to certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), Camelotta Advisors can negotiate a fee rate that differs from the range set forth above.
Fee Estimator
Location
100 Bush St., Suite 511, San Francisco, CA, 94104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Camelotta Advisors
State Registrations3 states
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