Greykasell Wealth Strategies manages investment portfolios based on client goals, risk tolerance, and time horizon, using ETFs, mutual funds, individual debt, and equity securities. They also offer financial planning and consulting services, including insurance planning. Greykasell may use independent managers or sub-advisors to manage client assets. They focus on clients with investable assets of $5,000,000 or more, and generally have a minimum account size of $1,000,000, which they may waive.
Fee Structure
Greykasell charges an annual fee for managing your investments, ranging from 0.3% to 1.65% of the value of your portfolio. The exact percentage depends on the amount you invest and your specific needs. These fees may be negotiable. Greykasell generally requires a minimum account balance of $1,000,000, but they may make exceptions.