Grand Street Capital Management (GSCM) provides investment management services, offering continuous advice tailored to each client's circumstances and objectives. GSCM assesses client goals, risk tolerance, and portfolio holdings to structure investment programs. GSCM manages accounts on a discretionary basis, formulating prudent investment programs. They may provide newsletters with market and economic views.
Assets Under Management$7.5M
Clients32
Advisors2
Avg. per Client$230K
Avg. per Advisor$3.8M
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Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $25.0M | 0.75% |
| $25M+ | 0.75% |
Fees are negotiable for amounts over $25 million. Schedule shown is for equity assets. Fixed income assets: First $5M: 0.65%, Next $20M: 0.45%, Over $25M: Negotiable. Allocation assets: First $1M: 1.10%, Next $5M: 0.85%, Over $6M: Negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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