Greatdane Investment provides investment advice to individuals, high net worth individuals, trusts, and estates. Greatdane works with clients to identify their investment goals, risk tolerance, and financial situation to create a portfolio strategy. Greatdane constructs portfolios primarily using exchange-traded funds, mutual funds, individual equity securities, and individual fixed income securities. Greatdane manages portfolios on a discretionary basis.
Fee Structure
Greatdane Investment's advisory fee ranges from 0.25% to 1.95% per year, based on the average daily market value of your investments during the month. The fee depends on the amount of assets managed, the complexity of your situation, and the overall relationship. Fees are paid monthly at the end of each month. Fees may be negotiable.