Grundy Financial Advisory Services provides financial planning and investment management services to individuals, families, and small businesses. Financial planning can be comprehensive or address specific needs. Investment management includes ongoing supervision and re-balancing of the portfolio. Grundy Financial Advisory does not participate in wrap fee programs.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,800
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Client accounts may be aggregated for fee calculations. Fees are negotiable in Grundy Financial Advisory's sole discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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