Griffin Partners offers financial planning, investment portfolio management, and general consulting services. Financial planning covers areas like estate planning, risk management, and retirement. Griffin Partners manages investment portfolios on a discretionary or non-discretionary basis, and may recommend third-party investment programs. General consulting services are provided on a project basis and may include cash flow planning, estate planning analysis, and tax planning analysis.
Assets Under Management$250M
Clients30
Advisors1
Avg. per Client$8.2M
Avg. per Advisor$250M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $25.0M | 0.80% |
| $25M+ | 0.75% |
Griffin Partners may make exceptions to the fee schedule or negotiate special arrangements.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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