Griffin Asset Management, LLC

Assets Under Management

$1.1B

Number of Clients

689

Number of Advisors

4

Avg. Portfolio per Client

$1.5M

Avg. Managed per Advisor

$263.7M

Compensation

Fee-Only (% of Portfolio)

About This Firm

Griffin Asset Management is an independent investment management firm offering customized investment strategies for individuals and institutions. Griffin builds diversified portfolios using core and alternative investment strategies, fixed income, preferred stocks, and cash alternatives. Griffin also manages money through wrap fee programs and acts as a sub-advisor for other advisors.

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.25%
$2.0M - $5.0M1.00%
$5M+0.75%

All fees are negotiable. Institutional clients pay different rates.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment Management
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Location

230 Park Avenue, 4th Floor, New York, NY, 10169

4 Advisors at this firm

Griffin Asset Management, LLC | TrueAdvisor