Griffith & Werner offers personalized investment management and financial planning services. They focus on understanding your needs and goals to develop strategies that improve your lifestyle and provide a foundation for retirement. Their services include portfolio management, portfolio monitoring (recommending third-party money managers), investment consulting, and financial planning.
Assets Under Management$200M
Clients368
Advisors4
Avg. per Client$530K
Avg. per Advisor$49M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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