Grace & White, Inc. is a registered investment advisor providing investment supervisory services on a discretionary basis. The firm invests each portfolio separately based on the client's financial objectives, including their desire for income and tolerance for risk. Grace & White focuses on fundamental analysis and generally seeks companies that use conservative accounting methods and do not employ excessive borrowing or engage in high-risk activities. The firm primarily invests in companies based in the United States and other industrialized countries.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.60% |
Fees may be negotiated for large accounts or family groups. Accounts of related persons may be aggregated for fee purposes. The valuation for fee purposes may be defined to exclude certain holdings.