Grayeli Investment Management provides wealth management solutions to help clients reach their financial goals. As a legally required fiduciary, Grayeli always acts in the client’s best interest. Services include investment management and financial planning, designed to assist clients in meeting their financial goals through a financial plan or consultation. Grayeli conducts client meetings to understand their current financial situation, existing resources, financial goals, and tolerance for risk. Based on what is learned, an investment approach is presented to the client, consisting of mutual funds and/or ETFs, individual stocks, bonds, other public securities or investments. All investment management services are provided on a discretionary basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | Included |
Clients with over $3 million pay a flat $20,000 annual retainer fee.