Griffin Black, LLC
Assets Under Management
$270.9M
Number of Clients
168
Number of Advisors
4
Average Client AUM
$1.6M
AUM per Advisor
$67.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Griffin Black offers holistic wealth management and investment management services to executives, professionals, entrepreneurs, retirees, and small business owners. They construct portfolios based on individual client needs, risk tolerance, and financial goals, using various asset classes and allocation strategies.
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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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningBusiness OwnersHigh Net Worth
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Location
702 Marshall Street, Suite 411, Redwood City, CA, 94063
