GreyFox Investors LLC manages investment portfolios using long equity strategies. GreyFox collaborates with clients to evaluate their investment objectives and risk tolerance. GreyFox manages client assets in domestically traded long-only equity securities on a discretionary basis. GreyFox also offers asset allocation services and does not receive compensation from the sale of securities, insurance, real estate or other products or services recommended.
Assets Under Management$1.6M
Clients7
Advisors2
Avg. per Client$230K
Avg. per Advisor$810K
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.40% |
| $1.0M - $3.0M | 0.40% |
| $3M+ | 0.40% |
Fees are negotiable. For clients with extended investment horizons seeking more aggressive strategies, GreyFox offers a tailored approach with an additional performance fee of 0.4% of your portfolio plus 20% of unrealized gains.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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