David Gray Consulting offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, corporations, and retirement plans. As a fiduciary, David Gray Consulting aims to act in the client's best interest. Investment management involves creating customized portfolios using mutual funds, exchange-traded funds (ETFs), and individual securities. Financial planning services cover areas like retirement, education, and estate planning. David Gray Consulting may also provide retirement plan advisory services to company retirement plans.
Assets Under Management$1.4M
Clients24
Advisors1
Avg. per Client$59K
Avg. per Advisor$1.4M
Fee Structure
Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees may be negotiable. As an alternative to AUM fees, David Gray Consulting offers performance-based fees for qualified clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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