Assets Under Management
$130.4M
Number of Clients
248
Number of Advisors
3
Average Client AUM
$526K
AUM per Advisor
$43.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Grand Central Investment Group, LLC offers separate account portfolio management, financial planning, and consulting services. They tailor services to individual client needs, considering financial status, investment objectives, and tax status. They manage both discretionary and non-discretionary accounts.
| Assets Under Management | 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 negotiated on a client-by-client basis.
324 S. Hyde Park Ave., Suite 390, Tampa, FL, 33606