Grad Wealth Management offers financial planning services, including comprehensive financial planning and financial consulting. The firm also recommends and monitors third-party investment advisors to manage client accounts, working with clients to select suitable model portfolios. Grad Wealth Management monitors the accounts and acts as the client's primary financial advisor. They also offer retirement plan consulting services, recommending third-party investment advisors for 401(k) plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum annual management fee is 1.50%, which includes the Third-Party Advisers fee. Grad Wealth Management will pay a portion of the management fee to the Third-Party Adviser for the use of their services which range between 0.10% to 1.00%. The annual fee is negotiable based on the size of the account(s).