Grand Life Financial provides financial planning and investment management services. Financial planning covers tax, retirement, cash flow, savings, social security, stock options, insurance, long-term care, pension maximization, estate planning, and education planning. Investment management involves creating customized asset allocations based on risk tolerance and goals, using low-cost funds and ETFs. Business consulting services are also available.
Assets Under Management$8.6M
Clients5
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$8.6M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.20% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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