Grinnell Capital provides investment management services, including traditional, impact, and momentum models, tailored to client goals and risk tolerance. They also offer financial planning services, covering topics like retirement strategy, risk management, and investment planning. Grinnell Capital may act as a sub-advisor to other investment advisors. Clients can impose restrictions on investments.
Assets Under Management$10M
Clients26
Advisors1
Avg. per Client$390K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$2.5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | Included |
| $50K - $100K | Included |
| $100K - $200K | Included |
| $200K - $350K | Included |
| $350K - $500K | Included |
| $500K - $1000K | Included |
| $1.0M - $2.0M | Included |
| $2.0M - $3.0M | Included |
| $3.0M - $4.0M | Included |
| $4.0M - $5.0M | Included |
| $5.0M - $10.0M | Included |
| $10.0M - $25.0M | Included |
| $25.0M - $50.0M | Included |
| $50M+ | Included |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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