Financial Gravity Asset Management offers ongoing portfolio management services tailored to individual client goals, objectives, time horizon, and risk tolerance. They use a Real Risk System to align investments with a client's risk tolerance, measured using proprietary software. The firm manages several strategies, including 4 Alpha (individual equities) and 4 Beta (ETFs), and may blend these strategies to suit client needs. They strive for tax efficiency and may use location optimization. Representatives may own stock in Financial Gravity Companies, Inc., which could present a conflict of interest.
Fee Structure
Financial Gravity Asset Management charges a negotiable asset-based fee, with a maximum of 0.65% annually, for investment advisory models. This fee covers advisory, custodial, portfolio management, and certain reporting services. The fee includes the Financial Professional’s fee, which is typically negotiated between the Investment Advisor Representative and client and will not exceed the maximum annual amount of 2.00%. Fees are billed monthly in arrears based on the average daily balance of program-eligible assets. There may be additional expenses charged to the client for the third-party platform.