Greystone Capital Partners provides financial planning, consulting, investment management, and wealth management services to individuals, trusts, estates, corporations, and retirement plans. They manage investments on a discretionary or non-discretionary basis, allocating assets among mutual funds, ETFs, individual securities, and independent investment managers. Greystone Capital Partners tailors its services to meet individual client needs and objectives.
Fee Structure
Greystone Capital Partners offers investment management services for an annual fee based on the amount of your portfolio. This fee ranges from 0.05% to 2.00% per year, depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is charged quarterly, in advance, based on the market value of your portfolio on the last day of the previous quarter.