GRANTvest Financial Group manages investment portfolios and offers comprehensive financial planning for individuals, high-net-worth clients, and small businesses. GRANTvest Financial Group builds diversified portfolios using exchange-traded funds tailored to each client's specific goals and risk tolerance. The firm also manages held-away accounts like 401(k) plans through a third-party platform and assists with cash flow, tax, insurance, estate, and retirement planning. GRANTvest Financial Group was founded in 2019 and is owned by Anthony Caputo and Gregory Guenther.
Assets Under Management$230M
Clients630
Advisors5
Avg. per Client$370K
Avg. per Advisor$46M
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 are prorated and paid monthly in advance based on the average market value of the previous month. Actual fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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