Gray Investment Management (GIM) provides ongoing investment management services tailored to each client's goals, risk tolerance, and time horizon. GIM creates an investment plan for each client to help select a portfolio that matches their specific situation. GIM may invest client portfolios in core positions, focused positions, or special situation investments. GIM may request authority to make trades without asking first.
Assets Under Management$12M
Clients30
Advisors1
Avg. per Client$400K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Fees are negotiable. For special situation investments, the firm charges 2.00% of the assets managed. In addition, qualified investors will be charged a performance-based fee of 16% of net profits for the year on special situation investments.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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