Griffin Financial Services offers investment management services to clients, determining investment goals, time horizons, and risk tolerance. Investment strategies, investment selection, asset allocation, and portfolio monitoring are based on these factors. Clients may have a financial plan completed, covering investments, taxes, retirement, college planning, and debt management. This service is provided at no additional cost.
Assets Under Management$12M
Clients28
Advisors1
Avg. per Client$430K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.80% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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