Graver Capital Management offers wealth management services, including financial planning and investment management, to individuals, high net worth individuals, trusts, and estates. Graver Capital constructs investment portfolios using low-cost, diversified mutual funds and exchange-traded funds (ETFs). Graver Capital's approach is primarily long-term focused, but may buy, sell or re-allocate positions that have been held for less than one year to meet client objectives or due to market conditions.
Assets Under Management$150M
Clients186
Advisors2
Avg. per Client$830K
Avg. per Advisor$77M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.25% |
Assets placed in alternative investments will be charged 0.25%. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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