Grey Private Capital offers investment management and financial planning services. As a fee-only firm, Grey Private Capital is only compensated by clients for their services. Investment management involves creating and managing a portfolio based on a client's goals, risk tolerance, and tax considerations. Financial planning covers areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. Financial planning is offered on an ongoing or project basis.
Assets Under Management$7.2M
Clients6
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$7.2M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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