Greystone Financial Group provides investment management (both discretionary and non-discretionary), financial planning, and pension consulting services to individuals, high net worth clients, pensions and profit-sharing plans, and other businesses. Financial planning covers areas like retirement, education, estate, and tax planning. Investment strategies are tailored to client objectives and risk tolerance.
Assets Under Management$1B
Clients856
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$340M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.80% |
| $20M+ | 0.70% |
Fees may be negotiable at Greystone's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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