Grealish Investment Counseling (GIC) offers investment planning, portfolio construction and review, retirement cash flow planning, investment advice, and supplementary financial advice and planning to individuals. GIC recommends a long-term, primarily passive investment strategy using low-cost equity index mutual funds/ETFs and equivalent fixed-income mutual funds and ETFs. GIC does not manage client accounts directly, but collaborates with clients to develop an Investment Plan and Investment Policy Statement.
Fee Structure
Grealish Investment Counseling charges $360 per hour for its services, which are typically billed as a fixed project fee based on an estimated number of hours. For ongoing engagements or projects where the time required cannot be reasonably predicted, clients will be billed based on the actual time spent. A partial payment of $500 is assessed for new clients after accepting the proposal, which compensates the firm if the client decides not to continue after the draft Investment Policy Statement and project outline are prepared.