Grandva Capital offers investment management services to high net worth individuals, trusts, estates, and institutions. Grandva Capital works with clients to determine investment strategies appropriate for them, considering their financial situation, tax situation, and risk tolerance. The firm primarily uses individual equity securities and exchange-traded funds, but may also use mutual funds, options, and other investments. Grandva Capital serves as a fiduciary to clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
In addition to the investment management fee, the Client will be charged an annual performance-based fee of 20% of the gains in the Client’s account[s], if applicable. Performance-based fees are subject to a high-water mark and a hurdle rate of 5%. Fees may be negotiable.