Grey Owl Capital Management provides ongoing investment advisory services on a fee-only basis. They create diversified portfolios using mutual funds, exchange traded funds, individual stocks and bonds, and options. Portfolios are customized based on your risk tolerance, time horizon, and financial goals. Grey Owl emphasizes a long-term approach, blending growth and value investment styles across different company sizes, including international stocks. They may also use bonds, money market funds, and bank instruments with varying maturities.
Assets Under Management$40M
Clients36
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees are individually negotiated and can be reduced from the maximum at Grey Owl’s discretion based on the nature and complexity of the relationship.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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