Grey Kirwan Financial provides investment management and financial planning services. They tailor their portfolio management to align with your goals, risk tolerance, and income needs. Financial planning covers areas like education, tax, estate, retirement, investments, and insurance. Clients who engage Grey Kirwan for portfolio management also receive financial planning at no additional cost. Stand-alone financial planning is also available for a separate fee.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.95% |
| $5M+ | 0.80% |
Fees may be negotiable, waived, or reduced on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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