Michael Gray is a registered investment advisor at Gray Investment Management LLC, based in West Chester, PA, with 17 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 30 clients with $12M 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 | 2.00% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Fees are negotiable. For special situation investments, the firm charges 2.00% of the assets managed. In addition, qualified investors will be charged a performance-based fee of 16% of net profits for the year on special situation investments.
Fee Estimator
Location
West Chester, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael manages and owns a residential rental property since 2019. This activity requires minimal time.
Employment History
Current Registrations
Gray Investment Management LLC
State Registrations1 state
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