Grace Financial Advisors offers financial planning covering cash flow, debt management, risk management, employee benefits, retirement, education, tax, and estate planning. They also provide investment consultation and business consultation. For investment management clients, Grace Financial Advisors creates customized portfolios based on individual goals and risk tolerance. Educational workshops on personal finance and investing are also offered.
Assets Under Management$28M
Clients69
Advisors1
Avg. per Client$400K
Avg. per Advisor$28M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4M+ | 0.60% |
For the benefit of discounting your asset-based fee, we will attempt to aggregate accounts for the same household.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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