Gray Colt Financial Planning offers asset management services, providing ongoing supervision of client accounts based on their financial situation, investment objectives, and risk tolerance. They also offer financial planning services, creating written plans covering various topics like asset allocation, retirement, and estate planning. Clients have the option of full or modular plans. Gray Colt Financial Planning also offers educational workshops free of charge.
Assets Under Management$700K
Clients5
Advisors1
Avg. per Client$140K
Avg. per Advisor$700K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.00% |
Fees are negotiable for accounts over $5,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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