Graystone Advisor offers comprehensive financial planning covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. They work one-on-one with clients to develop and implement plans, monitoring and updating them regularly. Investment management is included as part of the financial planning service, potentially using third-party managers. Graystone Advisor primarily allocates investment management assets among various investment management programs offered through SEI Investments Company and various independent investment managers.
Fee Structure
Graystone Advisor combines financial planning and investment management into one service. The annual fee is based on 0.5% of your net worth and 1.0% of your annual income. The minimum annual fee is $16,000, paid monthly or quarterly. The amount of the fee attributed to investment management will not exceed 3% of the total assets under management. This fee does not include the Outside Manager's fee.