Graybridge Capital is a registered investment advisor founded in 2020 and based in Maryville, Tennessee. The firm offers discretionary asset management services to individuals and high-net-worth clients, constructing personalized investment strategies based on each client's goals, time horizon, and risk tolerance. Graybridge Capital uses various methods of analysis, including fundamental, technical, charting, cyclical, and quantitative analysis, and continuously monitors and manages client portfolios. Clients can place restrictions on certain securities, such as requesting socially conscious investments. The firm typically recommends Altruist Financial as a custodian for client accounts. Graybridge Capital does not require a minimum account balance to open or maintain an account.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
The annual fee of 1.2% is negotiable based on criteria such as historical relationships, asset types, anticipated future assets, and account composition.