Graybill Wealth Management has been providing investment services since 1969 and managing client portfolios since 1974. They offer investment supervisory services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, and trust accounts. Graybill Wealth Management uses equity and fixed-income securities, as well as investment company securities like variable annuities, mutual funds, and exchange-traded funds. Portfolios are customized to meet individual client needs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are subject to negotiation. The advisory fee structure provides an allowance based on “family groups” of related accounts. Within a family group, advisory fees are calculated on the combined value of all the accounts in the group.