Greystone Investment Advisors is a registered investment advisor owned and operated solely by John G. Gill. The firm manages investment accounts for individuals, families, small business owners, trusts, and estates. Greystone Investment Advisors offers three investment management strategies characterized by different levels of equity exposure and return volatility: aggressive, growth over income, and income over growth. Client accounts are held at Charles Schwab and Company, where Greystone Investment Advisors has the authority to make trades without asking first. The firm relies on broad global economic analysis rather than company-specific research to make long-term investment decisions. Greystone Investment Advisors does not offer standalone financial planning services, participate in wrap fee programs, or accept performance-based fees.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.25% |
Fees are negotiable.