Grand Capital Advisors provides financial planning on topics like retirement, investments, taxes, and estate planning. They also offer investment management services, creating personalized portfolios based on your goals and risk tolerance. Grand Capital Advisors manages investments for individuals, high net worth individuals, and non-profit organizations.
Assets Under Management$100M
Clients97
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$35M
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Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Minimum fees and AUM fees may be discounted for family members.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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