Greteman Capital Management offers ongoing investment management services based on your financial situation, investment goals, and risk tolerance. They monitor your account and provide advice on buying, selling, or holding investments. Before providing services, you must sign a written agreement detailing the terms. Greteman Capital Management also provides advice on retirement plan rollovers, acknowledging their fiduciary duty to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.60% |
| $500K - $1.0M | 1.20% |
| $1M+ | 1.00% |
Fees are negotiable based on the type of client, the complexity of the client's situation, the composition of the client's account (i.e., equities versus mutual funds), the potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.