Grant Private Wealth Management offers investment management, financial planning, and consulting services. Investment management is offered on both a discretionary and non-discretionary basis. Financial planning services include one-time financial plans, hourly consultations, and ongoing services. Grant Private Wealth Management also provides services to qualified retirement plans.
Assets Under Management$200M
Clients211
Advisors5
Avg. per Client$930K
Avg. per Advisor$39M
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Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $3.0M | 1.30% |
| $3.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 1.10% |
Fees are for Equity/Blended allocation. For Fixed Income only, the fees are: First $999,999: 1.00%; Next $1,000,000 - $2,999,999: 0.90%; Next $3,000,000 - $4,999,999: 0.80%; Next $5,000,000 - $9,999,999: 0.70%; Over $10,000,000: Negotiable. Annual fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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