Grange Capital offers investment management on a discretionary basis, meaning they make investment decisions without consulting you first. They also provide financial planning services, analyzing your financial situation to help you plan for retirement, manage your net worth, understand your insurance needs, and plan for taxes and your estate. They manage investments for individuals, pension plans, businesses, and charities.
Assets Under Management$200M
Clients247
Advisors4
Avg. per Client$810K
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.00% |
Fees and account minimums may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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