Assets Under Management
$142.5M
Number of Clients
215
Number of Advisors
2
Average Client AUM
$663K
AUM per Advisor
$71.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Grace Capital Management offers comprehensive portfolio management, financial planning/consulting, and selection of third-party advisory services. They meet with clients to understand their financial situation and goals, propose investment approaches, and manage client portfolios. Financial planning includes reviews of cash flow, businesses, wills, and more.
11651 Jollyville Road, Suite 300, Austin, TX, 78759