Grandfield & Dodd (G&D) offers investment advice and manages investments for individuals, families, trusts, and others. G&D works with clients to create and manage investment portfolios tailored to their needs and goals. Tax and estate planning are considered in the investment process. G&D is independent and not affiliated with any banks or broker-dealers.
Assets Under Management$2B
Clients761
Advisors4
Avg. per Client$2.7M
Avg. per Advisor$510M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20.0M - $50.0M | 0.30% |
| $50M+ | 0.25% |
Fees may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...