Gryphon Wealth offers personalized financial planning and investment management services to individuals, high net worth individuals, family offices, trusts, estates, private foundations, and qualified retirement plans. Investment advice is customized to each client’s objectives and financial needs. Gryphon Wealth provides investment management services through a wrap fee program.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $6.0M | 1.25% |
| $6.0M - $10.0M | 1.00% |
| $10.0M - $15.0M | 0.85% |
| $15.0M - $25.0M | 0.75% |
| $25.0M - $35.0M | 0.65% |
| $35.0M - $50.0M | 0.55% |
| $50.0M - $75.0M | 0.45% |
| $75M+ | 0.35% |
The percentage for the highest range of portfolio value achieved applies to all assets, not just assets within that range. For direct family members, Gryphon Wealth may apply the lowest fee schedule rate for which a family member qualifies to the accounts of other directly related family members.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.