Grand Central Investment Group provides investment advice and manages client portfolios. The firm offers separate account portfolio management, financial planning, and consulting services. Investment advice is tailored to each client's needs and may include equity securities, bonds, mutual funds, and other investments. The firm also offers a wrap program where transaction costs are included in the advisory fee.
Assets Under Management$130M
Clients248
Advisors3
Avg. per Client$530K
Avg. per Advisor$43M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.63% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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