Griffin Black, LLC is a registered investment advisor founded in 2005 and based in Redwood City, California. The firm specializes in serving executives, professionals, entrepreneurs, retirees, and small business owners, with particular expertise working with Silicon Valley technology and biotechnology professionals, including clients with cross-border or international assets. Griffin Black offers two primary services: Holistic Wealth Management, which combines ongoing financial planning and investment management into an integrated approach, and standalone Investment Management. The firm designs diversified portfolios utilizing mutual funds, exchange-traded funds, individual stocks and bonds, and alternative strategies tailored to each client's goals and risk tolerance. Financial planning covers areas such as cash flow, retirement, taxation, estate planning, executive compensation, and restricted stock units. Griffin Black operates as a fee-based practice, charging advisory fees as a percentage of assets or via age-based minimums, and manages portfolios with the authority to make trades without asking first.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.35% |
Standalone investment management schedule. Holistic Wealth Management schedule uses different tier rates (1.00%, 0.80%, 0.60%, 0.40%). International clients have a separate schedule starting at 1.25%.
