Gray Wealth Strategies offers ongoing financial planning and investment management, where they create and manage a portfolio based on your goals. They also offer financial planning services, where they evaluate your current and future financial state. They tailor their services to meet individual needs and allow clients to specify restrictions on investments.
Assets Under Management$91M
Clients27
Advisors1
Avg. per Client$3.4M
Avg. per Advisor$91M
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Fee Structure
Planning is included in investment management
Gray Wealth Strategies offers a combined service for ongoing financial planning and investment management. The annual fee ranges from $6,000 to $30,000, based on the complexity and needs of the client. Fees are billed monthly or quarterly in advance.
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