Gsb Wealth Management, LLC
Assets Under Management
$540.4M
Number of Clients
829
Number of Advisors
7
Average Client AUM
$652K
AUM per Advisor
$77.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Grey Ledge Advisors offers individual portfolio management, consulting, financial planning, and pension consulting services. Investment advice is tailored to client needs and objectives. They may use sub-advisers and monitor their performance. The firm is a subsidiary of Ascend Bank.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.87% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Individual portfolio management fees are based on a percentage of assets managed (see table). Consulting services are billed at $300/hour. Financial planning fees range from $300 to $1,500 or $300/hour, depending on complexity. Pension consulting services are $1,200 annually. A minimum of $500,000 in assets under management is suggested for individual portfolio management, but this may be negotiable.
Areas of Practice
Location
One Park Street, Guilford, CT, 06437