Gryphon Financial Partners offers investment advice to individuals, retirement plans, trusts, estates, corporations, and other business entities. Gryphon specializes in managing the sale of a family business, navigating retirement, and issues in legacy planning. They also provide advice on financial planning, asset allocation, risk management, lending, philanthropy, wealth transfer, succession planning, business exit planning, and family office services.
Fee Structure
Gryphon Financial Partners charges a percentage of your portfolio each year. The exact fee is negotiable and depends on the size of your account, the types of investments used, and the investment strategy. Clients invested in the Gryphon Global Equity strategy will be subject to an additional annual advisory fee up to 0.125%, but the annual advisory fees charged by Gryphon will not exceed 1.5%.