Griffiths, Dreher & Evans, P.s., Cpas
Assets Under Management
$232.2M
Number of Clients
792
Number of Advisors
9
Average Client AUM
$293K
AUM per Advisor
$25.8M
Compensation
Fee-Only (AUM)
About This Firm
Griffiths Dreher & Evans, P.S., CPAs is a Registered Investment Adviser and Certified Public Accounting firm. They focus on business owners, retired entrepreneurs, and high-net-worth individuals, providing coordinated management of business and personal financial affairs. They offer discretionary investment management services and act as a fee-only advisor.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Discretionary Investment Management Service fees may be negotiable or waived when special conditions or complexities exist.
Fee Estimator
The firm charges an annual fee based on the value of your assets under management. The fee schedule is tiered, decreasing as the portfolio size increases. For example, the first $1,000,000 is charged 1.25% annually. Fees are billed quarterly in advance. The firm does not require a minimum account balance to open or maintain an account. Discretionary Investment Management Service fees may be negotiable or waived when special conditions or complexities exist.
Areas of Practice
Location
408 N Mullan Rd, Spokane, WA, 99206