Gardner Russo & Quinn LLC

Fee-Only (% of Portfolio)

Gardner Russo & Quinn (GRQ) manages investment portfolios comprised of common stocks, focusing on long-term appreciation rather than income. GRQ's investment approach centers on global value investing, emphasizing companies with sustainable competitive advantages, able management, and reasonable prices. GRQ conducts in-depth research, analyzing financial reports and engaging with company management. Clients can request investment restrictions, but GRQ's single investment style means assets are managed according to their particular approach.

Assets Under Management$9B
Clients1,419
AdvisorsN/A
Avg. per Client$6.4M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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