Assets Under Management
$21.2M
Number of Clients
60
Number of Advisors
1
Average Client AUM
$354K
AUM per Advisor
$21.2M
Compensation
Fee-Only (AUM)
Greystone Investment Advisors, Inc. (GIA) offers investment account management services. Clients set up accounts with Charles Schwab and Company. GIA manages accounts according to three disciplines: Aggressive, Growth over Income, and Income Over Growth. Clients choose the discipline that fits their risk tolerance and timeline. Fees are based on assets under management and are negotiable. There is no minimum account balance required.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees are negotiable.
3816-A S. Greystone Ct., Springfield, MO, 65804