Griggs Capital LLC offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client to determine suitable investment strategies. Griggs Capital requires authority to make trades without asking first. Griggs Capital generally limits its money management to equities but may use other securities as well.
Fee Structure
Griggs Capital charges a performance-based fee of 20% of net profits above a high water mark. The high water mark is the highest value of the client’s account on the last day of any previous year, after accounting for deposits and withdrawals. These fees are paid annually. There are no fees charged for Griggs family members, and one client relationship predates registration and continues with no fees charged.