Gramercy Park Wealth Advisors (GPWA) provides investment advice and financial planning services to individuals, families, and businesses. GPWA offers asset management, retirement plan services, and financial planning. GPWA may recommend third-party managers and receives solicitor fees from them. GPWA does not have discretionary authority on any of its accounts.
Assets Under Management$88M
Clients195
Advisors4
Avg. per Client$450K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...