Grandva Capital is a registered investment advisor located in California that provides investment management and advisory services to high net worth individuals, trusts, estates, and institutions. Grandva Capital builds personalized portfolios consisting primarily of individual equities and exchange-traded funds, while also utilizing mutual funds and options when appropriate. The firm follows a long-term investment strategy and operates as a fiduciary, meaning they are legally required to act in your best interest. In addition to standard management fees, Grandva Capital may charge performance-based fees for qualified clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are billed monthly at an annual rate of 1.00%. Qualified clients may also be subject to an annual performance-based fee of 20% of gains, subject to a high-water mark and a 5% hurdle rate. Fees may be negotiable.