Grace Capital Management provides investment advice and financial planning to individuals and other clients. Services include managing investments, creating financial plans, and selecting other investment advisory firms to manage client money. Grace Capital Management may recommend exchange traded funds, mutual funds, individual stocks or bonds, or other securities.
Assets Under Management$140M
Clients215
Advisors3
Avg. per Client$660K
Avg. per Advisor$47M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.10% |
Fees may be discounted and are negotiable depending on the account size. Includes 1.00% annual fee and 0.10% service fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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