Gratus Wealth Strategies provides continuous advice to clients regarding the investment of their funds based on their individual needs. This includes developing a personal investment policy or plan with an asset allocation target and creating and managing a portfolio based on that policy. At no additional fee, Gratus Wealth Strategies also provides financial planning, where clients establish their goals and values around money. Clients will receive a detailed financial plan designed to help achieve their stated financial goals and objectives.
Assets Under Management$50M
Clients40
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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