G & R Financial Solutions (GRFS) offers investment advisory services, including reviewing client investment objectives, recommending asset allocation strategies, and preparing written investment strategies. GRFS also provides financial planning consulting services, such as risk assessment, investment planning, estate planning, and financial organization. Investment advice is tailored to meet client needs and investment objectives. Managed accounts are available to individuals and high net worth individuals.
Assets Under Management$61M
Clients128
Advisors1
Avg. per Client$480K
Avg. per Advisor$61M
grfinancialsolutions.com ·www.linkedin.com/company/g-r-financial-solution... ·www.facebook.com/profile.php?id=61571620057074
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $750K | 1.25% |
| $750K - $1.5M | 1.10% |
| $1.5M - $2.5M | 1.00% |
| $2.5M - $3.8M | 0.90% |
| $3.8M - $5.3M | 0.80% |
| $5.3M - $7.0M | 0.75% |
| $7.0M - $9.0M | 0.70% |
| $9.0M - $11.3M | 0.65% |
| $11.3M - $13.8M | 0.60% |
| $13.8M - $16.5M | 0.55% |
| $16.5M - $19.5M | 0.50% |
| $19.5M+ | 0.45% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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