Grey Ledge Advisors provides investment advice and manages portfolios for clients based on their individual needs and goals. They offer continuous advice, create portfolios, and manage them on a discretionary or non-discretionary basis. They also offer consulting services for clients who don't need continuous monitoring and financial planning services. Additionally, they provide pension consulting services to retirement plans and their participants.
Assets Under Management$540M
Clients829
Advisors7
Avg. per Client$650K
Avg. per Advisor$77M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.87% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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