Griffis Asset Management Company, LLC provides investment advice and manages investment portfolios for individuals, high net worth individuals, pension and profit sharing plans, and corporations. Griffis works with clients to determine their investment goals and risk tolerance, then develops a tailored investment strategy. Griffis requires discretionary authority to manage client accounts, but clients can place restrictions on the types of investments made.
Fee Structure
Griffis Asset Management charges an annual fee for managing your investments, ranging from 0.50% to 1.00% of the value of your portfolio. The specific fee depends on the size of your portfolio, the complexity of the services provided, and the level of administration requested. The fee is billed monthly, based on the balance at the end of the billing period. The advisory fee is negotiable, depending on individual client circumstances.