Griffin Financial Services (GFS) assists clients in establishing an Investment Advisory Program Account (IAP) to purchase and sell mutual funds, stocks, bonds, and ETFs. GFS determines investment objectives with the client and executes transactions through TDAmeritrade. Scott Griffin owns GFS and is also licensed to offer insurance in New York.
Assets Under Management$7.2M
Clients29
Advisors1
Avg. per Client$250K
Avg. per Advisor$7.2M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $200K | 1.75% |
| $200K - $275K | 1.65% |
| $275K - $350K | 1.55% |
| $350K - $500K | 1.45% |
| $500K - $600K | 1.35% |
| $600K - $750K | 1.25% |
| $750K+ | 1.20% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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