Grimaldi Portfolio Solutions, INC
Assets Under Management
$122.0M
Number of Clients
300
Number of Advisors
N/A
Average Client AUM
$407K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
About This Firm
Grimaldi Portfolio Solutions, Inc. (GPS) offers continuous advice regarding investment of funds based on individual client needs. They establish goals and objectives through personal discussions and manage portfolios based on agreed strategies. GPS invests primarily in no-load or load-waived open-end mutual funds, ETFs, individual equities, and bonds.
Fee Structure
The annual fee for managing your portfolio is between 0.72% and 1.8% annually, based on the nature and total dollar value of your account. Fees are charged quarterly in advance. Discounts apply on group 401(k) pension plans. Certain existing clients, family members, and personal acquaintances may receive discounted rates. A minimum portfolio size of $100,000 is required, but can be waived.
Areas of Practice
Location
1207 Route 9, Suite 10, Wappingers Falls, NY, 12590