Grey Fox Wealth offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, small businesses, and retirement plans. Investment management involves creating customized portfolios using low-cost mutual funds and exchange-traded funds (ETFs). Financial planning covers areas like retirement, education, and insurance needs. Grey Fox Wealth may refer clients to other specialists like accountants or attorneys. They also offer pension consulting and retirement plan advisory services to retirement plans and plan sponsors.
Assets Under Management$540M
Clients276
Advisors10
Avg. per Client$2M
Avg. per Advisor$54M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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