Gradient Investments, LLC is a registered investment advisor providing investment management services. They manage portfolios for individuals, institutions, pension plans, trusts, and businesses. Gradient Investments offers various managed portfolios including strategic, tactical, allocation, defined outcome, preservation, and private wealth series. Clients work with an independent investment advisor to determine the appropriate portfolio.
Assets Under Management$8.2B
Clients26,563
Advisors25
Avg. per Client$310K
Avg. per Advisor$330M
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Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Strategic Portfolios: 2.00% annually. Tactical Portfolios: 1.80% annually. Allocation & Defined Outcome Portfolios: 1.70% annually. Preservation Portfolios: 1.00% annually. Private Wealth Series: 1.50% annually. Fees are negotiable.
Fee Estimator
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Location
25 Advisors at this firm
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