Grace Capital Management offers comprehensive portfolio management, financial planning, and selection of third-party advisory services. For portfolio management, the registered investment advisor designs and manages customized investment portfolios consisting of exchange-traded funds, mutual funds, individual stocks and bonds, and other securities. The firm also provides ongoing financial planning and consulting services covering cash flow, business planning, estate planning, taxes, and insurance, offered through tiered subscription levels such as Executive and Family Office services. Additionally, Grace Capital Management helps clients select and monitor third-party advisory programs. The firm emphasizes a personalized approach, meeting with clients regularly to review their financial situation, goals, and risk tolerance. Grace Capital Management generally requires a minimum account balance of $1,000,000 for comprehensive portfolio management, though minimums may be waived or combined across household accounts at the firm's discretion.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.10% |
Consists of a 1.00% annual management fee and a 0.10% service fee. Fees may be discounted and are negotiable based on account size.