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 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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Areas of Practice
Investment Management
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Location
230 Park Avenue, 4th Floor, New York, NY, 10169