Anderson Griggs Investments manages investment portfolios for individuals, high-net-worth clients, trusts, and charitable organizations. Operating from Rock Hill, South Carolina, the firm creates customized portfolios based on each client's individual objectives, risk tolerance, and time horizon. Anderson Griggs Investments offers different investment strategies, including the Capital Market Series, which primarily uses exchange-traded funds and fixed income securities, and the Focused Series, which invests directly in individual common stocks alongside fixed income investments. The firm manages accounts on a discretionary basis, meaning they make trading decisions on behalf of clients without needing prior approval for each individual trade. Anderson Griggs Investments analyzes investments using fundamental, cyclical, quantitative, and qualitative methods, as well as asset allocation techniques.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $5.0M | 0.75% |
| $5M+ | 0.75% |
Rates shown reflect the higher Capital Markets schedule. The Focused strategy schedule has lower rates (1.3125% for the first tier). Fees are negotiable for accounts over $5,000,000.