Grandeur Peak Global Advisors

Fee-Only (% of Portfolio)

Grandeur Peak Global Advisors is an investment advisory firm founded in 2011 and headquartered in Salt Lake City, Utah. The firm primarily provides investment management services through a family of mutual funds, private investment funds, and separately managed accounts. Grandeur Peak Global Advisors focuses on global equities, specializing in micro- to mid-cap growth and contrarian companies across developed, emerging, and frontier markets. The firm employs a research-driven investment process combining quantitative screening and fundamental analysis, frequently conducting on-site company visits globally. Grandeur Peak Global Advisors does not provide financial planning services or advice on outside investments not managed by the firm. Investment services are offered on a discretionary basis, and the firm manages portfolios according to established strategies without tailoring individual restrictions for mutual fund shareholders or private fund investors, though certain separately managed account clients may establish mutual investment guidelines.

Assets Under Management$3.8B
Clients17
Advisors15
Avg. per Client$220M
Avg. per Advisor$250M

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.70%

Fees vary significantly by product and strategy. Standard separately managed account strategies range from 0.70% to 1.15% annually. Private investment funds range from 0.85% to 1.25%. Mutual fund annual fees range from 0.75% to 1.50%. Certain large institutional accounts have negotiated performance-based fee structures.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

15 Advisors at this firm

Grandeur Peak Global Advisors - Fees, AUM & Advisors | TrueAdvisor