GreyCliff Wealth Management provides investment advice and manages investment portfolios for individuals, families, trusts, non-profit organizations, pensions, and businesses. GreyCliff creates financial plans covering cash flow, risk management, investments, taxes, retirement, and estate planning. GreyCliff manages client accounts on a discretionary basis, meaning they make trades without specific client approval.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fees are negotiable and may be higher or lower than this range, based on the nature of the account, and the origin of the client. Factors affecting fee percentages include the size of the account, complexity of asset structures, and any other unique factors that may exist. There may be special circumstances in which GreyCliff arranges a fixed fee for asset management with a client.