Grand Street Advisers (GSA) provides investment advice to individuals, banks, pension plans, trusts, and businesses. GSA offers portfolio management, advisory consulting, and pension consulting services. Portfolio management can be either non-discretionary (client approval needed before trades) or discretionary (GSA makes trades without asking). Advisory consulting includes portfolio reviews and investment analysis. Pension consulting is offered to employee benefit plans.
Assets Under Management$9M
Clients16
Advisors1
Avg. per Client$560K
Avg. per Advisor$9M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Schedule is for equity portfolios. Fixed income portfolios are charged 0.50% on the first $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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