Griffin Financial Advisors offers personalized financial planning and investment management services. As a fee-only advisor, Griffin Financial Advisors acts as a fiduciary, meaning they are legally required to act in your best interest. Services include financial statement preparation, risk management, tax planning, investment management, education funding, retirement planning, and estate planning. Clients can choose discretionary or non-discretionary asset management.
Assets Under Management$58M
Clients144
Advisors2
Avg. per Client$400K
Avg. per Advisor$29M
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Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $400K | 1.65% |
| $400K - $700K | 1.50% |
| $700K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $1.8M | 0.75% |
| $1.8M+ | 0.65% |
The annual fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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