Gratus Wealth Advisors offers asset management services, managing client custodial accounts with ongoing supervision. They also provide financial planning and consulting services to help clients understand their financial situation and set objectives. This includes creating financial plans and ongoing support to implement recommendations and adjust plans as needed. Gratus also offers retirement plan consulting services to plan sponsors.
Assets Under Management$690M
Clients418
Advisors6
Avg. per Client$1.7M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$1M
Gratus Wealth Advisors charges a percentage of the total assets they manage for you. The exact fee is negotiable, but it will not exceed 1.35% annually. This fee is paid quarterly in advance, based on the value of your account at the end of the previous quarter.
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