GRAnderson Wealth Management Group provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and small businesses. The firm offers advice on financial objectives, cash flow, tax planning, insurance, investments, education funding, retirement, and estate planning. GRAnderson does not act as a custodian of client assets.
Assets Under Management$22M
Clients256
Advisors1
Avg. per Client$86K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $750K | 1.25% |
| $750K - $1.5M | 1.00% |
| $1.5M - $5.0M | 0.85% |
| $5M+ | 0.65% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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