Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.25% |
Fees are calculated on a sliding scale from 1.25% down to 1.00% depending on the size of the account and are negotiable.
Fee Estimator
Grattan Financial Strategies manages individual advisory accounts for a fee based on a percentage of assets under management, using a sliding scale from 1.25% to 1.00%. These fees are negotiable depending on the size of the account and other specific circumstances. Advice is also provided on an hourly basis for a minimum of $500.00 per hour, also negotiable. Comprehensive planning fees range from $500.00 to $2,000.00, depending on the complexity of the issues, and can be waived if continuing asset management services are requested.
Areas of Practice
Advisor Information
Office location
8814 Huntington Drive, San Gabriel, CA, 91775-1271
Get directionsRegulatory History
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.
Learn about disclosures →Other Business Activities
Daniel is a 24% owner of Grattan Financial Strategies, dedicating full-time hours to this activity.