Grant Street Asset Management INC

Assets Under Management

$668.9M

Number of Clients

440

Number of Advisors

7

Avg. Portfolio per Client

$1.5M

Avg. Managed per Advisor

$95.6M

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

About This Firm

Grant Street Asset Management provides ongoing investment management based on individual client needs. They develop a personal investment strategy through discussions to establish goals and objectives. They manage accounts on a discretionary basis, guided by client objectives and tax considerations. They also offer financial planning services covering investment planning, life insurance, tax concerns, retirement planning, and education planning. They may also manage assets held away at other custodians.

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1M+1.00%

Minimum account size of $500,000, but this may be negotiable. Fees may be negotiable on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningInsurance Planning
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Location

380 Southpointe Blvd, South Pointe Plaza Ii Suite 315, Canonsburg, PA, 15317

7 Advisors at this firm

Grant Street Asset Management INC | TrueAdvisor