Grattan Financial Strategies, INC.
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Grattan Financial Strategies (GFS) offers investment management and financial planning services. GFS tailors its investment advice to each client's needs, considering their financial situation, goals, risk tolerance, and time horizon. GFS primarily focuses on equity securities, corporate debt, mutual funds, and government securities. GFS may also offer hourly consulting services for general consulting or investment advice.
Assets Under Management$350M
Clients313
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$180M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are on a sliding scale from 1.25% to 1.00% depending on the size of the account and can be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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