Assets Under Management
$540.4M
Number of Clients
829
Number of Advisors
7
Average Client AUM
$652K
AUM per Advisor
$77.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Grey Ledge Advisors offers individual portfolio management, consulting, and financial planning services. They manage accounts on a discretionary or non-discretionary basis, considering client objectives, risk tolerance, and tax implications. They may use sub-advisers and third-party investment advisers. They also offer pension consulting services.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.87% |
Fees may be negotiable on a client-by-client basis.
One Park Street, Guilford, CT, 06437