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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Multiple client accounts are aggregated for fee calculation purposes. Specific fee paid may differ from the published schedule if agreed to in advance. Fees may be waived or reduced based on certain criteria.
Fee Estimator
Grimes charges an annual fee based on a percentage of your assets under management. For example, the fee is 1.25% on the first $500,000, then it decreases as your portfolio grows. These fees are paid quarterly. Grimes generally requires a minimum asset level of $500,000 for investment advisory services, but this may be waived at their discretion. Clients referred through Schwab or Fidelity generally have a $1,000,000 minimum.
Areas of Practice
Advisor Information
Office location
One Technology Drive, Suite 100, Westborough, MA, 01581
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
Jordan is a member of the Financial Planning Association of MA since 2014, dedicating minimal time. Jordan is also an Investment Committee Member for St Joseph's Abbey since 2014, dedicating minimal time.