GrandView Asset Management offers investment management and financial planning to individuals, families, trusts, charities, pensions, and corporations. Financial planning involves assessing a client's financial situation and goals to create a plan. Investment management involves creating asset allocations based on client guidelines and risk tolerance. Services are offered on a discretionary or non-discretionary basis. GrandView also sponsors a wrap fee program.
Fee Structure
GrandView Asset Management generally charges between 1.00% and 1.50% per year to manage your investments. The exact fee is negotiable and depends on the size of your account, the complexity of your assets, and other factors. Fees are deducted directly from your account quarterly, in advance.