Grimes & Company Wealth Management, LLC creates customized investment strategies and manages portfolios for individuals, families, businesses, trusts, and retirement plans. The registered investment advisor deploys proprietary research and portfolio management systems to build and monitor investment allocations. In addition to investment management, Grimes & Company Wealth Management, LLC offers basic financial planning to investment clients, including referrals to professionals such as attorneys and certified public accountants. For clients with more than $1 million in managed assets, the firm provides more advanced financial planning services, including the creation of basic estate planning documents through an online platform. For clients with smaller accounts, advanced planning is available for a separate fee. The firm also provides access to private investment funds and utilizes third-party independent managers for specialized strategies.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are negotiable. Multiple client accounts are aggregated for fee calculation purposes.