Grand Street Wealth Management (GSWM) offers wealth management services tailored to individual client goals, including investment and financial planning. GSWM creates investment plans based on client risk tolerance and time horizon, and requests authority to make trades without prior permission. Financial planning covers investments, insurance, taxes, retirement, college, and debt. GSWM generally invests in mutual funds, equities, bonds, ETFs, real estate, REITs, insurance products, and government securities.
Assets Under Management$8.1M
Clients10
Advisors1
Avg. per Client$810K
Avg. per Advisor$8.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.35% |
Fees are negotiable depending on client needs and complexity.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...