Great River Financial (GRF) manages investment portfolios and offers financial planning. GRF works with clients to understand their goals and create a personalized investment plan. GRF can also advise on assets held away at other custodians through a third-party provider. Financial planning services cover areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies.
Assets Under Management$200M
Clients136
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$200M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.10% |
Fee may be negotiable in certain cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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