Gray Private Wealth offers investment management services, both discretionary and non-discretionary, to individuals, pension plans, trusts, and other entities. GPW provides tailored investment advice, considering financial objectives, tax planning, and retirement planning. GPW may use sub-advisers to manage client accounts and recommends clients to invest in third-party alternative investments. GPW also offers financial planning and consulting services on an hourly or fixed-fee basis.
Assets Under Management$470M
Clients279
Advisors4
Avg. per Client$1.7M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$1M
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The annual fee for investment advisory services will be charged as a percentage of assets under management based on a negotiated rate of up to 1.25%, depending on the size of the assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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