Grape Modern Wealth Management (GMWM) offers portfolio management under a wrap fee program. GMWM also provides financial planning services at no additional cost. GMWM creates an Investment Policy Statement for each client, which outlines the client’s current situation (income, tax levels, and risk tolerance levels).
Assets Under Management$28M
Clients114
Advisors1
Avg. per Client$250K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.00% |
For accounts which only hold cash the annual fee is 0.50%. Fees are generally negotiable. There is a minimum $2,000 per year fee requirement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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