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
Portfolio-Based Fees (Tiered)
| 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.
Fee Estimator
Areas of Practice
Location
380 Southpointe Blvd, South Pointe Plaza Ii Suite 315, Canonsburg, PA, 15317