Assets Under Management
$1.6M
Number of Clients
2
Number of Advisors
N/A
Average Client AUM
$790K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
Gravitas Wealth LLC DBA Gravitas Wealth Planning offers investment management and financial planning services. Financial planning covers cash flow, college savings, employee benefits, estate planning, insurance, retirement, risk management, and tax strategies. Services are tailored to client needs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.5M | 0.80% |
| $1.5M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees are negotiable.
CO, United States