Grail Capital offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. Grail Capital generally advises on fixed income securities, equities, exchange traded funds, derivatives, commodities and non-U.S. securities, but primarily recommends equities. Clients can place restrictions on investments, but Grail Capital may terminate the relationship if the restrictions hinder their ability to properly service the account.
Fee Structure
Grail Capital charges a monthly fee of 0.1667% of your portfolio, plus a 20% performance fee on any gains above a specified benchmark. This performance fee is calculated at the end of the year. If your portfolio value drops, you won't pay a new performance fee until it reaches the previous high value. This service is only available to "qualified clients" who have at least $1,000,000 managed by Grail Capital or a net worth of over $2,100,000 (excluding the value of your primary residence).