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.
265 Winston Dr, Ste A, San Francisco, CA, 94132
Get directionsNo 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 →