AssetGrade offers financial planning, consulting, retirement plan consulting, and investment and wealth management services. Financial planning and consulting are offered in conjunction with investment portfolio management as part of a comprehensive wealth management engagement. AssetGrade manages client investment portfolios, allocating assets among mutual funds, ETFs, individual debt and equity securities, and options. AssetGrade also provides consulting services to qualified employee benefit plans.
Assets Under Management$340M
Clients171
Advisors3
Avg. per Client$2M
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.55% |
Fees may be negotiable at AssetGrade's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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