Firm Information
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
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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Manish works as a technology consultant and also as an adjunct professor at California Science and Technology University. These activities take a few hours per week.