TheGrid provides financial planning services, including written financial plans and consultations. They also offer asset management services, where they manage client accounts based on individual investment goals and risk tolerance. TheGrid uses mutual funds and exchange traded funds. They also refer clients to third-party money managers.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from 0.50% to 2.00% annually and are negotiable based on the type of account, complexity of your situation as well as the amount and composition of your account assets. There is a minimum fee of $1,000 per year, although exceptions may be granted to this minimum fee based on your history and relationship with the firm and other possible advisory services provided. Under no circumstances will the client be charged more than 2.00% annually based on assets under management as a result of the minimum fee.