Grant Street Wealth Management is a fee-only firm offering financial planning, investment consulting, and pension consulting services. They work with families, small businesses, and institutions. For investment consulting, Grant Street uses third-party money managers like SEI Investments Management Corporation. They help clients coordinate with other professional advisors for estate planning, tax planning, and risk management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $499K | 1.25% |
| $499K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.60% |
| $4M+ | 0.40% |
Fees are for investment consulting, pension consulting, and selection/monitoring of other advisors. Advisory fees charged by recommended third-party money managers, such as SEI, are separate and in addition to our advisory fees. The maximum annual SEI Fee is 1.25%. Regardless, the combined fees (i.e. our fee plus SEI) will not exceed 2.00% annually.