Full of Grace Financial offers investment management and financial planning services to individuals, high net-worth individuals, and businesses. As a fee-only firm, Full of Grace Financial is only compensated by clients for their services. They develop personalized investment plans and manage portfolios based on client goals and risk tolerance. Financial planning services cover areas like retirement, taxes, estate planning, and insurance.
Assets Under Management$23M
Clients63
Advisors2
Avg. per Client$370K
Avg. per Advisor$12M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.10% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.80% |
Fees are negotiable. The above fee schedule includes the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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