Graybridge Capital provides ongoing investment management services by creating a strategy based on your goals, time horizon, and risk tolerance. Graybridge has the authority to execute investment transactions. Clients can place restrictions on certain investments. Fees are negotiable based on various factors.
Assets Under Management$700K
Clients15
Advisors1
Avg. per Client$47K
Avg. per Advisor$700K
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Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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