Gr Financial Group, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

GR Financial Group offers investment management on a discretionary basis, meaning they make trades without asking permission first. They create investment plans based on your goals, risk tolerance, and financial situation. They primarily use mutual funds and exchange traded funds (ETFs), but may also use equities, fixed income, and other investments. GR Financial also provides a complimentary general financial plan to summarize your financial needs and suggest steps to achieve your goals.

Assets Under Management$980M
Clients1,563
Advisors7
Avg. per Client$630K
Avg. per Advisor$140M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
AnyIncluded
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7 Advisors at this firm

Gr Financial Group, LLC | TrueAdvisor