Limeral Research is a registered investment advisor founded in 2026 and led by Grant Wei, who holds the Chartered Financial Analyst designation. The firm provides discretionary portfolio management services, meaning Grant Wei makes investment decisions on your behalf without needing approval for every trade. Limeral Research focuses on fundamental research, investing in a concentrated portfolio of 5 to 15 domestic and international stocks, exchange-traded funds, preferred stocks, and cash equivalents. The firm aims for long-term capital preservation and growth by purchasing high-quality businesses at discounted valuations. Limeral Research requires a minimum account size of $10,000, though this can be waived at the firm's discretion, and does not provide financial planning services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.00% |
Limeral Research charges a flat annual fee of $1.00 regardless of assets under management. Fees are negotiable at the firm's discretion.