Grattan Financial Strategies, INC.
Assets Under Management
$317.4M
Number of Clients
335
Number of Advisors
2
Average Client AUM
$947K
AUM per Advisor
$158.7M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Grattan Financial Strategies, Inc. offers asset reporting, technical market management, and strategic asset management. They provide comprehensive financial planning, including retirement planning and individual needs analysis. Services are tailored to address the client's circumstances, risk tolerance, goals, needs, and time horizon.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.25% |
Fees are calculated on a sliding scale from 1.25% down to 1.00% depending on the size of the account and are negotiable.
Fee Estimator
Grattan Financial Strategies manages individual advisory accounts for a fee based on a percentage of assets under management, using a sliding scale from 1.25% to 1.00%. These fees are negotiable depending on the size of the account and other specific circumstances. Advice is also provided on an hourly basis for a minimum of $500.00 per hour, also negotiable. Comprehensive planning fees range from $500.00 to $2,000.00, depending on the complexity of the issues, and can be waived if continuing asset management services are requested.
Areas of Practice
Location
8814 Huntington Drive, San Gabriel, CA, 91775-1271