Greystone Investment Advisors, INC.
Assets Under Management
$21.2M
Number of Clients
60
Number of Advisors
1
Average Client AUM
$354K
AUM per Advisor
$21.2M
Compensation
Fee-Only (AUM)
About This Firm
Greystone Investment Advisors, Inc. (GIA) provides investment account management services. Clients set up accounts with Charles Schwab and Company. GIA manages accounts according to three disciplines: Aggressive, Growth over Income, and Income Over Growth. Fees are based on assets under management and are negotiable.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees are negotiable.
Fee Estimator
GIA charges an annual fee based on assets under management, as shown in the table. Fees are negotiable. There is no minimum account balance required. Clients may also be subject to custodial service charges and transaction costs charged by the custodian and/or broker-dealer, as well as internal fees and expenses charged by mutual funds and ETFs.
Areas of Practice
Location
3816-A S. Greystone Ct., Springfield, MO, 65804