Graeter Wealth Advisors offers investment management and financial planning services to individuals and other client types. Graeter Wealth creates portfolios of exchange traded funds and mutual funds tailored to each client's needs. They review portfolios at least quarterly and rebalance as needed. Graeter Wealth also provides pension consulting services to employer plan sponsors.
Assets Under Management$100M
Clients85
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$35M
Fee Structure
Investment management only (planning not offered)
Graeter Wealth Advisors offers two investment management options with fees based on a percentage of your portfolio's value. The fees are billed quarterly in advance.
Asset Management:
- First $250,000: 2.00% per year
- Next $250,000: 1.75% per year
- Next $500,000: 1.50% per year
- Next $4,000,000: 1.25% per year
- Next $5,000,000: 1.00% per year
- Over $10,000,000: Negotiable
Comprehensive Portfolio Management:
- First $250,000: 2.15% per year
- Next $250,000: 1.90% per year
- Next $500,000: 1.65% per year
- Next $4,000,000: 1.40% per year
- Next $5,000,000: 1.15% per year
- Over $10,000,000: Negotiable
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