Graves Light Lenhart Wealth (GLL) provides financial planning, consulting, and investment management services. GLL manages investment portfolios, allocating assets among mutual funds, ETFs, and individual securities. GLL tailors its services to individual client needs, considering risk tolerance, time horizon, and liquidity constraints. GLL also provides consulting services to retirement plans.
Assets Under Management$1.1B
Clients408
Advisors7
Avg. per Client$2.7M
Avg. per Advisor$150M
www.gllwealth.com ·www.linkedin.com/company/graves-light-lenhart-p... ·www.youtube.com/@graveslightlenhart9809
Fee Structure
Minimum Investment:$2.5M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $12.5M | 0.50% |
| $12.5M+ | 0.35% |
GLL may negotiate a different fee rate for certain client holdings.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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