Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Grace Capital Management charges an annual fee of 1.00% and a service fee of 0.10% for Comprehensive Portfolio Management. These fees are billed monthly in advance. Financial planning services are offered through fixed subscription fees, starting at $5,000 per month, potentially reaching $100,000 annually, based on complexity. Hourly consulting is available at $500 per hour. The firm requires a minimum account balance of $1,000,000 for Comprehensive Portfolio Management, but this may be waived at their discretion.
Areas of Practice
Advisor Information
Office location
11651 Jollyville Road, Suite 300, Austin, TX, 78759
Get directionsRegulatory History (2)
Customer Dispute
March 2022Customer Dispute
April 2003Other Business ActivitiesSells Insurance
George is an insurance agent selling life insurance, dedicating minimal time to this activity. He also manages real estate holdings, volunteers for the University of Texas, provides investment advice through Grace Capital Management (full-time), and manages an investment strategy as a partner in Grace All-Weather Fund.