Gradient Investments manages investment portfolios and provides investment supervisory services for individuals, institutions, retirement plans, trusts, and businesses. Gradient Investments offers a variety of managed portfolios tailored to different risk tolerances and investment objectives, utilizing mutual funds, exchange-traded funds, individual equities, and alternative investments. Portfolios are managed on a discretionary basis, meaning Gradient Investments makes trading decisions on your behalf based on your goals. Clients are often introduced to Gradient Investments through independent registered investment advisors who act as referring parties. The firm charges management fees based on a percentage of the assets they manage for you, depending on the specific portfolio strategy chosen. Gradient Investments does not sell financial products for a commission and does not hold your funds directly; instead, client assets are held by independent third-party custodians.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.15% |
Fees vary by portfolio strategy, ranging from 1.00% for Preservation up to 2.15% for Custom Indexing - Strategic. Fees are negotiable based on the overall relationship.