Assets Under Management
$2.0B
Number of Clients
941
Number of Advisors
16
Average Client AUM
$2.2M
AUM per Advisor
$127.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Gryphon Financial Partners offers investment advice to individuals, retirement plans, trusts, estates, corporations, and other business entities. They specialize in managing the sale of a family business, navigating retirement, and issues in legacy planning. They also provide advice on financial planning, asset allocation, risk management, and wealth transfer.
Gryphon's fees are negotiable and tailored to the specific services provided. Fees can be based on a percentage of assets under management, hourly charges, fixed fees, or other retainer/service fees. Clients invested in the Gryphon Global Equity strategy will be subject to an additional annual advisory fee up to 0.125%. However, the annual advisory fees charged by Gryphon will not exceed 1.5%. Hourly rates for exit strategy and financial planning range from $100 to $500 per hour. Fixed fees for financial plans may range from $10,000 to $50,000 or more.
325 John H. Mcconnell Blvd., Suite 425, Columbus, OH, 43215