Greycourt & Co. offers investment advice to wealthy families and family offices. Their services include designing investment portfolios, researching investment managers, implementing investment strategies, and monitoring portfolio performance. Greycourt typically provides advice on a non-discretionary basis, meaning they make recommendations that clients must approve. They tailor their advice to each client's specific goals and preferences.
Fee Structure
Greycourt's fees are based on the services provided, the amount of assets they advise on, and the complexity of the client's situation. Fees can be structured as a percentage of assets or as a flat annual retainer. The minimum annual fee is $400,000, and the maximum asset-based fee is 0.50% per year, but both are negotiable.