Gradient Advisors offers investment management, financial planning, and consulting services through its advisors. Financial plans are customized to help clients with all aspects of their financial situation. Investment management services involve discussing investment goals and designing a strategy to help pursue those goals. Gradient Advisors also uses third-party money managers and receives referral fees from them.
Fee Structure
Gradient Advisors uses third-party money managers to manage client accounts. The maximum annual fee Gradient Advisors will charge clients is 1.5% of the assets they manage. This fee is negotiable and depends on the money manager selected, the advisor providing services, and the value of the assets in the account. The fee is payable monthly, quarterly, or annually in advance or arrears based on the money manager. The investment management fees charged by the third-party managers are in addition to Gradient Advisors' fee.