Grimes & Company Wealth Management offers customized investment strategies and financial planning services to individuals, families, and institutions. They use proprietary research and portfolio management systems to manage investments. For clients with over $1 million in assets, Grimes offers advanced financial planning services, including estate planning documents through Vanilla, an unaffiliated platform. Grimes may recommend investments in affiliated and unaffiliated private investment funds. They also offer advice on cryptocurrencies and retirement rollovers.
Assets Under Management$5.6B
Clients3,712
Advisors37
Avg. per Client$1.5M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
37 Advisors at this firm
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