Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
168 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$270.9M
Fee Structure
Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.35% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Jane Beule
Location
702 Marshall Street, Suite 411, Redwood City, CA, 94063
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Griffin Black, LLC
June 2005 - Present · 20 yrs 8 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.
Additional Information
Over the years I have worked on Wall Street and I have worked in tech, but it is my current job that I find most fulfilling. Griffin Black, the company I founded in 2001, is a Registered Investment Advisor. We bring together a love of finance and passion for leveraging technology to help individuals and families make the most of their money and live the kind of lives that they envision.
Contact
Jane Beule