Grayton Beach Capital is a registered investment advisor offering portfolio management and financial planning services. Investment advice is tailored to individual client needs and objectives. Grayton Beach Capital also offers outsourced chief investment officer (OCIO) and outsourced chief financial officer (OCFO) services. Robert Arnold, CFA, owns and operates the firm.
Assets Under Management$27K
Clients1
Advisors1
Avg. per Client$27K
Avg. per Advisor$27K
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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