Undre Griggs is a registered investment advisor at Obsidian Wisdom, based in Fleming Island, FL, with 5 years of industry experience. Undre operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 14 clients with $150K 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 $500K | 0.95% |
| $500K - $1000K | 0.80% |
| $1.0M - $3.0M | 0.65% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.50% |
For the benefit of discounting your asset-based fee, Obsidian Wisdom will aggregate accounts for the same household.
Fee Estimator
Location
Fleming Island, FL
Get directionsHistory
Regulatory History (1)
Criminal
May 2006Other Business Activities
Undre works as an economics teacher at Fleming Island High School since 2021. This non-investment related activity takes up nearly full-time hours during the school year.
Employment History
Current Registrations
Obsidian Wisdom
Previous Registrations
Nylife Securities LLCBroker
State Registrations1 state
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.