Assets Under Management
$232.2M
Number of Clients
792
Number of Advisors
9
Average Client AUM
$293K
AUM per Advisor
$25.8M
Compensation
Fee-Only (AUM)
Griffiths Dreher & Evans, P.S., CPAs provides discretionary investment management services as a fee-only advisor. They work with clients to determine investment objectives and risk profiles, design investment plans, and monitor performance. They primarily serve business owners, retired entrepreneurs, and high-net-worth individuals, coordinating business and personal financial affairs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees may be negotiable or waived under special conditions.
408 N Mullan Rd, Spokane, WA, 99206