Graylark Financial helps clients build, manage, and protect their wealth through investment advisory services. They consider each client's financial goals, investment objectives, and risk tolerance when creating and managing portfolios. Graylark offers both discretionary and non-discretionary management. Financial planning services are included with investment management, covering areas like estate, tax, and cash flow planning.
Fee Structure
Graylark Financial's investment advisory relationship includes both portfolio management and financial planning services. The fee is based on a percentage of the value of your investments and is billed quarterly, in advance. The annual fee will not exceed 1.50%. This fee includes Graylark's portion and any fees paid to third-party investment managers they may use.