Grantd Wealth offers investment management on both discretionary and non-discretionary bases, along with consulting, financial planning, and retirement services. They also engage with third-party money managers. Investment choices include exchange-traded products, fixed income, equities, and mutual funds. Financial planning covers investments, insurance, and other financial matters. Clients are not obligated to act on recommendations or use specific providers.
Assets Under Management$3.3M
Clients18
Advisors3
Avg. per Client$180K
Avg. per Advisor$1.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $6.0M | 0.95% |
| $6.0M - $10.0M | 0.90% |
| $10.0M - $25.0M | 0.85% |
| $25M+ | 0.75% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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