Grosse Point Capital Management offers investment management services, providing advice on various asset classes like stocks, mutual funds, exchange traded funds, and fixed income instruments. The firm also offers financial planning and consulting services, reviewing clients' financial positions and goals to make recommendations. Clients are not obligated to act on these recommendations or effect transactions through Grosse Point Capital Management.
Assets Under Management$1.5M
Clients11
Advisors1
Avg. per Client$130K
Avg. per Advisor$1.5M
Fee Structure
Minimum Investment:$250K
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 - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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