Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.50% |
Fees are for equity and balanced accounts. Fixed-income-only management fees are 0.50% on the first $5,000,000; 0.40% on the next $5,000,000; and 0.30% over $10,000,000.
Fee Estimator
GFP's annual investment advisory fees are based on a percentage of assets under management, generally ranging from 0.3% to 1.0%, but may be higher for complex accounts. For accounts over $1,000,000, fees are 1.00% on the first $5,000,000; 0.80% on the next $5,000,000; and 0.50% over $10,000,000 for equity and balanced accounts. Fixed-income-only management fees are 0.50% on the first $5,000,000; 0.40% on the next $5,000,000; and 0.30% over $10,000,000. A minimum of $1,000,000 of assets under management is generally required, but this may be negotiable. Financial planning fees are generally included in the asset-based annual fee, but additional fees may apply in complex family situations. Personal Trustee Services, Tax Prep & Filing, and Bill Payment fees range from $70 to $350 per hour or are charged as a fixed annual fee.
Areas of Practice
Advisor Information
Office location
1801 East Ninth Street, Suite 1600, Cleveland, OH, 44114
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.
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Carina is the Chief Growth Officer of 4100FS since September 2024, which is not investment related. 4100FS controls Gries Financial Partners and provides resources to the business.