Greykasell Wealth Strategies is a registered investment advisor located in Danville, California. The firm builds globally diversified investment portfolios using exchange-traded funds, mutual funds, individual debt, alternative investments, and equity securities, tailored to each client's specific goals, risk tolerance, and time horizon. Greykasell operates on both a discretionary and non-discretionary basis. In addition to managing investments, the firm provides comprehensive financial planning and consulting services, including insurance planning and retirement plan management for business owners and plan sponsors. Greykasell primarily focuses on clients with investable assets of $5,000,000 or more, maintaining a standard account minimum of $1,000,000 which can be waived at the firm's discretion.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.65% |
Fees generally vary from 0.3% to 1.65% of assets under management depending on account size and client needs. Fees are negotiable.