Grand Ridge Capital provides ongoing investment management services. The firm also refers clients to outside money managers. Grand Ridge Capital works with clients to determine their investment objectives and suitability information. Clients can impose restrictions on their accounts.
Assets Under Management$4.9M
Clients9
Advisors1
Avg. per Client$550K
Avg. per Advisor$4.9M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Grand Ridge Capital charges an annual fee based on a percentage of the value of your investments. The annual fee varies between 0.50% and 2.00%, depending on the amount you invest and the type of investment management services provided. This fee does not include brokerage commissions or other transaction fees. Clients will receive a billing notice each quarter detailing how the fee was calculated.
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