GRANTvest Financial provides wealth management services, including financial planning and investment management, to individuals, high-net-worth individuals, and small businesses. The firm constructs portfolios using Exchange Traded Funds (ETFs) to align with clients' investment goals and risk tolerance. GRANTvest Financial also manages 'Held Away' accounts like 401(k)s using a third-party platform, Pontera.
Assets Under Management$170M
Clients630
Advisors5
Avg. per Client$270K
Avg. per Advisor$34M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.5M | 2.00% |
| $2.5M - $5.0M | 2.00% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
Fees may be negotiable. No fees will exceed 2%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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