Isgrig Capital Asset Management, based in Cincinnati, Ohio, offers financial planning services and recommends third-party investment advisors to manage client portfolios. Isgrig helps clients select advisors based on their financial situation, goals, and risk tolerance, and monitors the advisor's performance. Isgrig also offers qualified plan consulting services through Wealthcare.
Assets Under ManagementN/A
Clients131
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4.0M - $9.0M | 0.65% |
| $9.0M - $14.0M | 0.55% |
| $14M+ | 0.45% |
These fees are based on Wealthcare's maximum annual fee of 1.00% and are split between Wealthcare and Isgrig. Isgrig's portion is tiered and negotiable. For legacy clients working with Matson Money, Matson Money charges a maximum annual fee of 1.25%, and Isgrig is paid up to 70% of that fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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