Grant Street Asset Management INC

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$670M
Clients440
Advisors7
Avg. per Client$1.5M
Avg. per Advisor$96M

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
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Location

7 Advisors at this firm