Grimaldi Portfolio Solutions, INC
Assets Under Management
$122.0M
Number of Clients
300
Number of Advisors
N/A
Avg. Portfolio per Client
$407K
Avg. Managed per Advisor
N/A
Compensation
Fee-Only (% of Portfolio)
About This Firm
Grimaldi Portfolio Solutions (GPS) provides ongoing investment advice and portfolio management services. GPS works with clients to understand their financial goals and objectives and then develops a personalized investment strategy. GPS primarily invests in mutual funds, but may also use exchange-traded funds (ETFs), individual stocks and bonds, and other investments. GPS does not charge fees for financial planning consultations, but does charge a fee for managing your portfolio.
Fee Structure
Grimaldi Portfolio Solutions (GPS) charges an annual fee for managing your investment portfolio, calculated as a percentage of the assets they manage. This fee ranges from 0.72% to 1.8% per year, depending on the nature and size of your account. GPS will provide you with an exact percentage quote. Discounts may apply to group 401(k) pension plans and to certain family members and personal acquaintances of GPS's affiliated persons.
Areas of Practice
Location
1207 Route 9, Suite 10, Wappingers Falls, NY, 12590