Michelle Eri Halpin

Grand Central Investment Group, LLC

26 Years of Experience

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Firm Information

Grand Central Investment Group, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

3 advisors

Number of Clients

248 clients

Average Client Portfolio

$526K average

Assets Under Management

$130.4M

Fee Structure

Minimum Investment:None

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	2.00%
$250K - $500K	1.63%
$500K - $1.0M	1.50%
$1.0M - $2.0M	1.25%
$2.0M - $5.0M	1.00%
$5M+	0.75%

There is a $1,500 minimum annual advisory fee.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$1,500

Financial Plan Fee:$1,000

Hourly Rate:Up to $450/hr

Investment advisory fees for portfolio management are based on a percentage of assets managed. There is no minimum investment, but there is a $1,500 minimum annual advisory fee. Financial planning services are charged hourly (up to $450/hour) or as a flat rate (greater of $1,000 or 0.25% of assets advised on). Consulting fees are a flat rate, up to 1.00% of assets advised on.

View Full Brochure on SEC

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

324 S. Hyde Park Ave., Suite 390, Tampa, FL, 33606

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.