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.
Assets Under Management$1.1B
Clients689
Advisors4
Avg. per Client$1.5M
Avg. per Advisor$260M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $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
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