Gramercy Private Wealth (GPW) offers customized investment advice to individuals, high net worth individuals, trusts, estates, and businesses. GPW works with clients to understand their goals, risk tolerance, and financial situation to create a tailored investment strategy. GPW primarily invests in individual equity securities, but may also use exchange-traded funds, options, mutual funds, and bonds. GPW acts as a fiduciary, committed to acting in the client's best interest.
Assets Under Management$2.5M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable at the sole discretion of the Advisor. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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