Anderson Griggs Investments offers continuous advice on investing client funds based on individual needs. They develop a personal investment policy and manage a portfolio based on that policy. They gather information about the client's objectives, time horizons, risk tolerance, and liquidity needs. The firm manages accounts on a discretionary basis, but may manage accounts on a non-discretionary basis under certain circumstances. Investment recommendations include exchange-listed securities, securities traded over-the-counter, foreign issuers, warrants, corporate debt securities, certificates of deposit, municipal securities, mutual fund shares, selection of other advisors, and U.S. governmental securities.
Fee Structure
Anderson Griggs Investments charges a percentage of your assets under management each year, billed quarterly. The fee varies depending on the investment strategy used (Focused Growth & Focused Balanced, or Capital Markets Balanced & Capital Markets Growth) and the amount you invest. Fees are negotiable for accounts over $5,000,000.
Focused Growth & Focused Balanced:
- 1.3125% on the first $100,000 of assets
- 1.1250% on the next $100,000 of assets
- 0.9375% on the next $300,000 of assets
- 0.7500% on the next $4,500,000 of assets
Capital Markets Balanced & Capital Markets Growth:
- 1.7500% on the first $100,000 of assets
- 1.5000% on the next $100,000 of assets
- 1.2500% on the next $300,000 of assets
- 0.7500% on the next $4,500,000 of assets