Grand Wealth Management is an independent firm offering investment and financial planning services. They work with individuals, families, and institutions, providing wealth management, institutional investment management, retirement plan advisory, portfolio management, and financial planning. Grand Wealth Management is a fee-only firm, meaning they are only compensated by their clients and do not receive commissions from other entities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.60% |
| $6.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Wealth management services are designed for those with $2 million or more of investment assets. At their discretion, Grand Wealth Management may extend wealth management services to those who have less than $2 million of investment assets but who are on a path to reach $2 million or more at their targeted retirement date. For these emerging wealth management clients, a lower minimum quarterly fee of $1,875 will apply.