Grenadilla Advisory provides investment advice tailored to clients' needs and goals. Services include reviewing investment objectives, recommending asset allocation strategies, and preparing written investment strategies. Grenadilla Advisory also offers financial planning consulting services, including risk assessment, investment planning, estate planning, and financial organization. Managed accounts are available to individuals and high net worth individuals.
Assets Under Management$2.5M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2.5M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees are negotiable. Consulting services are included in these fees for asset management services with the exception of unique circumstances that may require a separate agreement for financial planning services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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