Greiber Capital Management specializes in managing assets invested in the public secondary market, focusing on retirement assets, asset distribution, and short-term money management. The firm customizes investment strategies to meet individual client needs, potentially using long and short exposures in various global markets, ETFs, index funds, mutual funds, and cash. Derivatives and leverage may also be employed. Client input is considered, but the firm retains control over investment decisions.
Assets Under Management$130K
Clients1
Advisors1
Avg. per Client$130K
Avg. per Advisor$130K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
0.50% of Assets Under Management for short-term money management. Short-term money management is defined as an isolated account subject to credit and cash instruments, with the objective of safety of principal and income.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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