Grey Rhodes Advisors is an investment advisor based in Palm Beach Gardens, FL. They offer portfolio management services, both discretionary and non-discretionary, tailored to meet individual client needs. They also provide pension consulting services to retirement plans. Their investment strategy focuses on long-term returns through independent research and fundamental analysis, and may occasionally use short sales or options.
Assets Under Management$43M
Clients46
Advisors2
Avg. per Client$930K
Avg. per Advisor$21M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.85% |
Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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