Greystone Financial & Estate Services offers ongoing portfolio management on a discretionary basis. They work with clients to understand their financial situation, goals, and risk tolerance, then recommend and implement a suitable investment portfolio. Greystone also provides ad-hoc financial consulting services, including assistance with budgeting, insurance analysis, and estate and retirement planning. They may recommend third-party professionals, but clients are not obligated to use them. Greystone also offers retirement plan consulting services to employee benefit plans.
Fee Structure
Greystone Financial & Estate Services charges an annual fee based on the value of your portfolio, ranging from 0.50% to 1.25%. The specific fee is determined by a tiered schedule in your advisory agreement. Fees are calculated monthly based on the market value of your account at the end of the prior billing period. The value of related accounts may be combined to determine the applicable fee percentage. Fees are paid directly from your account. Retirement plan consulting services are offered at fixed annual fees or as a percentage of assets under management (0.20% to 1.25%).