Grimaldi Portfolio Solutions provides ongoing investment management and financial planning services tailored to each client's specific goals and needs. The firm works closely with clients to understand their financial situation, risk tolerance, and objectives before building and managing a personalized portfolio. Investment portfolios typically include mutual funds, exchange-traded funds, individual stocks, and bonds selected based on the client's strategy, such as growth, income, or sector rotation. In addition to managing investments, Grimaldi Portfolio Solutions offers financial planning discussions covering personal budgeting, education funding, tax and cash flow planning, retirement strategies, and insurance needs. Clients retain ownership of all securities in their accounts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.80% |
Annual fees range between 0.72% and 1.80% based on services provided and account value. Discounts apply on group 401(k) pension plans and certain family members.