Assets Under Management
$170.0M
Number of Clients
630
Number of Advisors
5
Average Client AUM
$270K
AUM per Advisor
$34.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
GRANTvest Financial offers wealth management services to individuals, high-net-worth clients, and small businesses. They provide financial planning and investment management services on a discretionary basis, primarily utilizing ETFs to maximize returns within pre-determined risk parameters. They also offer investment management for held-away accounts using Pontera.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.5M | 2.00% |
| $2.5M - $5.0M | 2.00% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
Fees may be negotiated.
106 Main Street, Suite D, Matawan, NJ, 07747