W.A. Griffin Financial Services Inc. provides investment management services to clients based on their individual financial goals, risk tolerance, and time horizon. As part of the service, clients may receive a financial plan covering topics like wills, estate plans, investments, taxes, retirement income, and college planning. Clients can impose restrictions on investments. W.A. Griffin Financial Services Inc. also receives commissions as a licensed insurance agent.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).