Grantd Wealth, Inc. offers a suite of advisory services including discretionary and non-discretionary portfolio management, financial planning, and retirement planning. The firm helps clients navigate complex financial situations by designing customized portfolios using exchange-traded products, fixed income, equities, options, and mutual funds. In addition to managing investments, Grantd Wealth provides holistic financial planning covering equity compensation, tax-aware investment strategies, retirement income planning, family risk management, education funding, cash flow management, business owner planning, debt management, special needs planning, and estate planning. Grantd Wealth tailors its strategies to each client's specific risk tolerance and financial goals, custodied primarily through Charles Schwab & Co.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $6.0M | 0.95% |
| $6.0M - $10.0M | 0.90% |
| $10.0M - $25.0M | 0.85% |
| $25M+ | 0.75% |
Fees are calculated using a blended rate based on average daily balance and may be negotiable in some instances.