Greystone Investment Advisors (GIA) offers investment account management services. Clients maintain their accounts with Charles Schwab. GIA manages accounts according to three different investment disciplines chosen by the client: Aggressive, Growth over Income, and Income Over Growth. GIA does not participate in wrap fee programs.
Assets Under Management$24M
Clients60
Advisors1
Avg. per Client$390K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
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% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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