Gradient Capital Advisors specializes in portfolio management and financial planning for individuals and other clients. They meet with clients to understand their financial situation, goals, and risk tolerance, then propose an investment approach. They may recommend portfolios of exchange traded funds, mutual funds, individual stocks or bonds, or other securities including alternative investments. They also provide financial planning and consulting services covering investment, retirement, estate, charitable, education, tax, real estate, mortgage/debt, and insurance planning.
Assets Under Management$740M
Clients478
Advisors5
Avg. per Client$1.6M
Avg. per Advisor$150M
Fee Structure
Gradient Capital Advisors does not charge a fee for portfolio management services. This service is offered as an accommodation to family and friends.
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