CS

Craig Dewey Sumerel

3 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
16 advisors
Number of Clients
941 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$2.0B

Fee Structure

Financial Plan Fee:$10,000 - $50,000
Hourly Rate:$100 - $500/hr

Gryphon's fees are negotiable and tailored to the specific services provided. Fees can be based on a percentage of assets under management, hourly charges, fixed fees, or other retainer/service fees. Clients invested in the Gryphon Global Equity strategy will be subject to an additional annual advisory fee up to 0.125%. However, the annual advisory fees charged by Gryphon will not exceed 1.5%. Hourly rates for exit strategy and financial planning range from $100 to $500 per hour. Fixed fees for financial plans may range from $10,000 to $50,000 or more.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
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Advisor Information

Office location

325 John H. Mcconnell Blvd., Suite 425, Columbus, OH, 43215

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Regulatory History
Clean regulatory record

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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Other Business Activities

Craig is the CEO of Trail Lines Enterprises, a non-investment related business, since September 2022. This activity takes nearly full-time hours.

Employment History
Current Registrations
Gryphon Financial Partners
March 2022 - Present · 3 yrs 10 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.