Greybox Investments manages stock portfolios using quantitative methods and builds custom investment solutions for clients. They use risk factor models to create strategies and tailor asset allocations to meet specific client goals, time horizons, and tax needs. Greybox uses publicly traded investments like stocks, bonds, ETFs, and mutual funds, but not hedge funds or structured products.
Assets Under Management$190M
Clients95
Advisors4
Avg. per Client$2M
Avg. per Advisor$47M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.5M | 0.85% |
| $2.5M+ | 0.75% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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