Goodpasture Gray
Assets Under Management
$311.0M
Number of Clients
101
Number of Advisors
2
Average Client AUM
$3.1M
AUM per Advisor
$155.5M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Goodpasture Gray, led by William Loyd Gray, Jr., provides discretionary portfolio management services tailored to individual client needs, considering risk tolerance and investment objectives. They also offer financial planning services for a fixed monthly fee, and hourly consulting services. The firm uses various analysis methods including charting, technical, and fundamental analysis.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $15.0M | 0.80% |
| $15.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.60% |
| $50M+ | 0.60% |
Asset Over $50 million: Negotiable. Using the PREVIOUS tier's fee percentage for the negotiable tier.
Fee Estimator
For portfolio management, fees are based on a percentage of assets managed, as detailed in the fee table. These fees are billed quarterly in advance. Financial planning is offered for a fixed monthly fee ranging from $250 to $500, payable in advance. Hourly consulting services are available for $350 per hour. A $375 set-up fee is required for each new client account, but may be waived at the firm's discretion. The firm requires a minimum of $1,000,000 to open and maintain an advisory account, but this may be waived.
Areas of Practice
Location
TN, United States