Griffiths Dreher & Evans (GDE) is a registered investment advisor and certified public accounting firm. GDE focuses on business owners, retired entrepreneurs, and high-net-worth individuals. GDE provides discretionary investment management services, acting as a fee-only advisor. GDE works with clients to determine investment objectives and risk profiles, designing a written investment plan. GDE uses investment and portfolio allocation software to evaluate alternative portfolio designs and assists clients in selecting investment strategies.
Assets Under Management$310M
Clients915
Advisors9
Avg. per Client$340K
Avg. per Advisor$35M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees may be negotiable or waived in some circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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