Graetz Wealth manages investment portfolios based on individual client needs and objectives. They also offer financial planning services, including retirement projections, tax analysis, and insurance reviews. Graetz Wealth may recommend third-party investment advisors. They work with individuals, high net worth individuals, corporations, and other business entities.
Assets Under Management$130M
Clients299
Advisors3
Avg. per Client$440K
Avg. per Advisor$44M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Graetz Wealth charges a percentage of your portfolio each year. The exact fee is negotiable and depends on factors like the custodian used, the amount of assets managed, and the frequency of review meetings. Accounts are grouped by household to potentially lower the fee. When a third-party advisor is used, they charge an additional fee between 0.10% and 0.75%.
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