Graysbrook Investment Partners is a registered investment advisor founded in 2026 and based in Palm Beach Gardens, Florida. The firm specializes in personalized portfolio management, building customized investment strategies using exchange-listed securities, corporate and government debt, and mutual funds. Graysbrook Investment Partners takes a tactical approach to asset allocation, aiming to reduce risk and enhance performance by closely monitoring market conditions and client goals. Fundamental analysis is used to evaluate business financial health, management quality, and stock valuations. The firm provides discretionary management, meaning the team makes trades on behalf of clients based on agreed-upon objectives. Graysbrook Investment Partners serves individuals, trusts, estates, charities, and corporate entities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are calculated on a flat fee basis across the entire account balance and may be negotiated at the sole discretion of the advisor.