Griffinest Asia Asset Management, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Griffinest Asia Asset Management offers customized wealth management and portfolio management services on a discretionary basis, tailoring investments to each client's risk tolerance, time horizon, and goals. In addition to managing investments, Griffinest Asia Asset Management provides general personal financial planning services, including investment advice, research reports, asset allocation recommendations, and periodic reporting. The firm works with individuals, high net worth individuals, corporations, and other institutions. Griffinest Asia Asset Management is affiliated with a broker-dealer, Griffinest Asia Securities, through which securities transactions resulting from financial planning recommendations may be executed, creating a potential conflict of interest as representatives may receive commission-based compensation.

Assets Under Management$12M
Clients11
Advisors6
Avg. per Client$1.1M
Avg. per Advisor$1.9M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $5.0M1.50%
$5.0M - $10.0M1.00%
$10M+1.00%

Fees for amounts over $10 million are negotiable. The firm also offers an Investment Advisor Service schedule at 0.10% for $1 to $3M and 0.05% for amounts above $3M. Certain qualified clients may pay performance fees between 12% and 20%.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

6 Advisors at this firm

Griffinest Asia Asset Management, LLC - Fees, AUM & Advisors | TrueAdvisor