Griffin Black, LLC
Assets Under Management
$270.9M
Number of Clients
168
Number of Advisors
4
Average Client AUM
$1.6M
AUM per Advisor
$67.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Griffin Black offers holistic wealth management and investment management services to executives, professionals, entrepreneurs, retirees, and small business owners. They specialize in working with Silicon Valley tech and bio-tech professionals and clients with international interests. Financial planning is approached as an ongoing process, focusing on client goals and financial circumstances.
Fee Structure
Holistic Wealth Management and Investment Management fees are based on a percentage of your assets. For Holistic Wealth Management, minimum annual fees apply based on age, ranging from $3,000 to $10,000. International clients have a different fee schedule. Pathfinder program has an initial fee of $2,500. Hourly fees for financial planning projects range from $95 to $350. Estate administration fees range from $2,500 to $5,000. Griffin Black may assess an annual advisory fee of 0.60% on investible assets not actively managed by the firm.
Areas of Practice
Location
702 Marshall Street, Suite 411, Redwood City, CA, 94063
