Griffin Black offers ongoing financial planning and investment management services to executives, professionals, entrepreneurs, retirees, and small business owners. They construct portfolios based on individual client needs, considering financial goals, risk tolerance, and financial ability. Griffin Black does not deliver a one-time, written plan, but focuses on helping clients understand their financial circumstances and implement steps to achieve their goals.
Assets Under Management$270M
Clients168
Advisors5
Avg. per Client$1.6M
Avg. per Advisor$54M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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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