Grantvest Financial Group LLC
Assets Under Management
$170.0M
Number of Clients
630
Number of Advisors
5
Average Client AUM
$270K
AUM per Advisor
$34.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
GRANTvest Financial offers wealth management services, including financial planning and investment management, to individuals, high net worth clients, and small businesses. They primarily manage assets on a discretionary basis, constructing portfolios using ETFs to align with client goals and risk tolerance. They also offer investment management for held-away accounts using the Pontera platform.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.5M | 2.00% |
| $2.5M - $5.0M | 2.00% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Financial planning fees are either $350 per hour or a fixed fee between $1,000 and $10,000, depending on the complexity. Investment management fees are based on a percentage of assets under management, as detailed in the fee table. Actual investment management fees may be negotiable. The firm does not state a minimum annual fee or a minimum investment amount.
Areas of Practice
Location
106 Main Street, Suite D, Matawan, NJ, 07747