Grand Arbor Advisors offers financial planning and investment management services. Financial planning includes tax, insurance, retirement, and estate planning. Investment management is offered for a percentage of the assets managed. Grand Arbor Advisors works with individuals, high net worth families, trusts, estates, charitable organizations, and corporations.
Assets Under Management$12M
Clients40
Advisors1
Avg. per Client$310K
Avg. per Advisor$12M
Fee Structure
Investment management only (planning not offered)
Grand Arbor Advisors charges a percentage of your portfolio each year. The exact percentage is negotiable and depends on the size and complexity of your account. The annual fee ranges from 0.5% to 2% of your portfolio. The fee is paid at the start of each quarter.
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