Grupp Financial offers investment advice to individuals, families, and closely held businesses. They focus on investments held by trusts and business entities administered by Private Family Trust Companies. Grupp Financial offers portfolio management and financial planning services, including investment planning, insurance, tax, retirement, education, and debt/credit planning. They generally limit their investment advice to mutual funds, equities, fixed income securities, ETFs, real estate funds, non-U.S. securities, insurance products, and private placements.
Assets Under Management$100M
Clients10
Advisors3
Avg. per Client$10M
Avg. per Advisor$33M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are generally negotiable. Grupp Financial may also negotiate a fixed fee schedule at their discretion. The fixed fees will never exceed 1.5% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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