Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Holistic Wealth Management and Investment Management fees are based on a percentage of your assets. For Holistic Wealth Management, minimum annual fees apply based on age, ranging from $3,000 to $10,000. International clients have a different fee schedule. Pathfinder program has an initial fee of $2,500. Hourly fees for financial planning projects range from $95 to $350. Estate administration fees range from $2,500 to $5,000. Griffin Black may assess an annual advisory fee of 0.60% on investible assets not actively managed by the firm.
Areas of Practice
Advisor Information
Office location
702 Marshall Street, Suite 411, Redwood City, CA, 94063
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Jane BeuleRegulatory 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 →Employment History
Current Registrations
Griffin Black, LLC
State Registrations2 states
Exams
Additional Information
Over the years I have worked on Wall Street and I have worked in tech, but it is my current job that I find most fulfilling. Griffin Black, the company I founded in 2001, is a Registered Investment Advisor. We bring together a love of finance and passion for leveraging technology to help individuals and families make the most of their money and live the kind of lives that they envision.