Gray Wealth Strategies is a registered investment advisor founded in March 2022 and based in Bend, Oregon. Andrew Gray serves as the principal owner and lead planner. The firm primarily offers combined ongoing comprehensive financial planning and investment management services, tailoring advice to each client's individual goals, risk tolerance, and tax considerations. Portfolios are constructed using strategic asset allocation and Modern Portfolio Theory, utilizing a mix of passive and active investment vehicles. In addition to ongoing wealth management, Gray Wealth Strategies offers project-based financial planning covering areas such as business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, retirement planning, risk management, and tax planning strategies. The firm recommends Charles Schwab & Co. and Altruist Financial as qualified custodians and broker-dealers for holding client assets.
Fee Structure
Gray Wealth Strategies offers combined ongoing financial planning and investment management services. The annual fee ranges from $6,000 to $30,000, determined by the complexity of your financial profile and the resources required to service your account.
- Fees are billed in advance in equal monthly or quarterly installments.
- The firm generally requires a minimum account size of $500,000 for investment management services, though this requirement may be waived at their discretion.
