Gryphon Financial Partners

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

About This Firm

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.

Fee Structure

Financial Plan Fee:$10,000 - $50,000
Hourly Rate:$100 - $500/hr

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.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
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Location

325 John H. Mcconnell Blvd., Suite 425, Columbus, OH, 43215

16 Advisors at this firm