Gragg Financial offers investment advice and creates financial plans for individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. Gragg Financial manages advisory accounts on a discretionary and non-discretionary basis. They also provide financial planning services covering personal finances, taxes, retirement, and investments. Implementation of financial planning recommendations is at the client's discretion.
Assets Under Management$220M
Clients327
Advisors3
Avg. per Client$660K
Avg. per Advisor$72M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...