Gratke Wealth, LLC offers investment advisory services and standalone financial planning. They create tailored plans based on your goals and objectives, covering areas like retirement, estate, education, and tax planning. As a fiduciary, Gratke Wealth acts in your best interest, but you're not obligated to follow their recommendations or use their associated broker-dealer.
Assets Under Management$27M
Clients40
Advisors1
Avg. per Client$680K
Avg. per Advisor$27M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Rates may be negotiated in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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