Granger Management LLC

Fee-Only (% of Portfolio)

Granger Management offers customized investment solutions to meet the complex needs of its clients. Granger works with clients to determine their investment goals and objectives, considering factors like risk tolerance, return objectives, and liquidity needs. Granger constructs investment programs specific to each client's objectives, which may include professionally managed funds, separately managed accounts, ETFs, and direct investments. Granger also advises pooled investment vehicles.

Assets Under Management$4.4B
Clients15
AdvisorsN/A
Avg. per Client$300M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$200,000

Granger Management's investment advisory fees are paid quarterly and can range up to 2% per year, depending on factors like the size of the client relationship. The firm generally requires a minimum annual fee of $200,000. Fees may be negotiable. Some clients may elect to have a performance fee as part of their relationship with Granger, at a rate of 20%.

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