Grigg Financial, LLC offers financial planning and portfolio management services. Financial planning covers various aspects of managing financial resources based on individual needs. Portfolio management is discretionary, with investment decisions made on the client's behalf. Grigg Financial also recommends third-party investment advisors and monitors their performance. The firm may recommend investments in equity securities, corporate debt securities, mutual funds, and exchange-traded funds.
Assets Under Management$51M
Clients154
Advisors2
Avg. per Client$330K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.15% |
| $500K - $1.0M | 2.05% |
| $1.0M - $2.5M | 1.80% |
| $2.5M+ | 1.80% |
Fees negotiable for amounts over $2,500,000. The fee includes the combined compensation received by the model provider and/or relevant sub-adviser.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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