John P. Gray Financial Planning offers investment and financial planning services. Investment management is provided on a discretionary basis, using a tactical allocation strategy. Financial planning services are customized and may include investment strategies, risk management, retirement planning, estate planning, and tax planning. Services are tailored to individual client needs.
Assets Under Management$10M
Clients12
Advisors1
Avg. per Client$850K
Avg. per Advisor$10M
Fee Structure
John P. Gray Financial Planning charges either an hourly fee of $250 or an annual fixed fee for investment management and financial planning services. The maximum annual fee is $5,000. Fees are negotiable based on the scope of services. These fees are separate from mutual fund expenses and custodial fees.
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