Grant Asset Management (GAM) offers financial planning, investment advice, insurance consulting, and retirement plan services to individuals, families, trusts, charities, and small businesses. GAM manages investments on a discretionary basis, meaning they make trades without asking for approval each time, but clients can deposit or withdraw funds at any time. GAM uses Exchange Traded Funds (ETFs), and may use Mutual Funds, Equities, and Bonds to meet client goals. GAM also reviews and recommends insurance products, which creates a conflict of interest as they receive commissions on sales.
Assets Under Management$9.6M
Clients34
Advisors1
Avg. per Client$280K
Avg. per Advisor$9.6M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $7.5M | 0.70% |
| $7.5M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees negotiable for accounts above $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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