Grenda Group offers investment advice, securities, and financial planning services. They provide customized investment strategies and quarterly reporting. Their services include personal and family financial planning, tax consulting, and asset management. Grenda Group aims to build long-term relationships with clients, placing their interests first.
Assets Under Management$35M
Clients176
AdvisorsN/A
Avg. per Client$200K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee may be negotiable based upon prior relationships, related account holdings, and the nature and complexity of the services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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