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Diepriye Briggs

18 Years of Experience
Owings Mills, MD

Diepriye Briggs is a registered investment advisor at Gramel Capital Management LLC, based in Owings Mills, MD, with 18 years of industry experience. Diepriye operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 5 clients with $270K in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
5 clients
Average Client Portfolio
$53K average
Assets Under Management
$266K

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.00%
$1M+1.00%

Fees negotiable above $1,000,000.

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

Owings Mills, MD

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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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Employment History
Current Registrations
Gramel Capital Management LLC
July 2008 - Present · 17 yrs 10 mos
Previous Registrations
Ameriprise Financial Services, INC.
March 2007 - April 2008 · 1 yr 1 mo
State Registrations1 state
MD
Advisor

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.
Diepriye Briggs - Financial Advisor | TrueAdvisor