GreenRock Asset Management (GRAM) offers investment advice and manages portfolios for individuals, companies, and institutions. GRAM's services are provided on a discretionary basis, while financial planning and consulting are offered on a non-discretionary basis. GRAM works with clients to understand their financial situation, risk tolerance, and investment objectives. GRAM also provides workshops and seminars tied to understanding the importance of long term investing.
Fee Structure
GreenRock Asset Management's (GRAM) standard fee schedule for managing your investments is 1.0% annually for qualified clients and 1.5% annually for non-qualified clients with accounts holding less than $999,999. Qualified clients may also be subject to an annual performance fee of 23% of new net profits above a benchmark. Hourly consultative agreements are also available at $250/hour.