Grand Central Investment Group, LLC
Assets Under Management
$130.4M
Number of Clients
248
Number of Advisors
3
Average Client AUM
$526K
AUM per Advisor
$43.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Grand Central Investment Group, LLC provides separate account portfolio management, financial planning, and consulting services. They tailor advisory services to individual client needs, focusing on understanding client concerns, goals, and resources to determine appropriate asset allocation and risk tolerance.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.63% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
There is a $1,500 minimum annual advisory fee.
Fee Estimator
Investment advisory fees for portfolio management are based on a percentage of assets managed. There is no minimum investment, but there is a $1,500 minimum annual advisory fee. Financial planning services are charged hourly (up to $450/hour) or as a flat rate (greater of $1,000 or 0.25% of assets advised on). Consulting fees are a flat rate, up to 1.00% of assets advised on.
Areas of Practice
Location
324 S. Hyde Park Ave., Suite 390, Tampa, FL, 33606