Gridley Associates offers financial planning and investment management to individuals. They help clients set financial goals, assess risk tolerance, and develop investment strategies. They also offer financial planning services on an hourly or fixed-fee basis, covering areas like retirement, education, and estate planning. Clients are not required to use Gridley Associates for investment management after receiving financial planning services.
Assets Under Management$86M
Clients9
Advisors1
Avg. per Client$9.5M
Avg. per Advisor$86M
Fee Structure
Minimum Investment:$1M
Gridley Associates charges for investment management services in one of two ways:
- An annual retainer fee, based on the complexity of your situation.
- A fee based on a percentage of the value of your portfolio, ranging from 0.5% to 1.5% per year.
Fees are calculated each quarter based on the value of your portfolio at the end of the previous quarter. These fees do not include brokerage commissions or custodial fees.
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