Assets Under Management
$5.6B
Number of Clients
3,712
Number of Advisors
34
Average Client AUM
$1.5M
AUM per Advisor
$164.5M
Compensation
Fee-Only (AUM)
Grimes & Company Wealth Management offers customized investment strategies and financial planning services to individuals, business entities, trusts, pension and profit-sharing plans, estates, charitable organizations, and state or municipal government entities. They utilize proprietary research and portfolio management systems.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are negotiable.
One Technology Drive, Suite 100, Westborough, MA, 01581