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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Minimum account size of $500,000, but this may be negotiable. Fees may be negotiable on a client-by-client basis.