Grand Central Investment Group provides customized portfolio management, financial planning, and consulting services to individuals, high net worth individuals, retirement plans, and businesses. Grand Central Investment Group builds portfolios using a top-down approach, focusing on asset allocation, dividend-paying stocks, exchange-traded products, mutual funds, individual bonds, and alternative investments. Grand Central Investment Group operates on both a discretionary basis, where the firm makes trades without prior consultation, and a non-discretionary basis, where clients approve trades beforehand. In addition to managing investments, Grand Central Investment Group offers financial planning covering cash flow, retirement, and insurance analysis, as well as retirement plan consulting. Grand Central Investment Group does not have a minimum investment requirement for portfolio management, but enforces a minimum annual advisory fee of $1,500.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.63% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable on a client-by-client basis. There is a $1,500 minimum annual fee.