Gramel Capital Management is a small, independent firm that provides financial planning and manages investment portfolios for clients. Financial planning includes tax, insurance, retirement, and estate planning. When managing portfolios, Gramel considers each client's financial situation, risk tolerance, and goals to develop an appropriate investment strategy. Gramel may also recommend other money managers specializing in alternative investments.
Assets Under Management$270K
Clients5
Advisors1
Avg. per Client$53K
Avg. per Advisor$270K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable above $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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