GRB Capital Management provides investment management services to individual clients. GRB gathers information about client goals, investment objectives, and risk tolerance to create a tailored investment program. GRB buys and sells portfolio securities on behalf of clients, monitors the portfolio, and reports to the client.
Assets Under Management$3.6M
Clients11
Advisors1
Avg. per Client$330K
Avg. per Advisor$3.6M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The percentage charge ranges between 0% and 2% per annum, depending upon the aggregate value of all accounts within a client household. Management fees will not exceed 2% of assets under management for these accounts. Fees are generally not negotiable and have and may be waived for employees, friends and family.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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