Grey Private Capital
No reviews yet · Serves Nationwide · Specializes in Business Executives, Business Owners/Entrepreneurs, High Net Worth Individuals
Private Wealth Management for clients with $5 - $10 million net worth.
Services
- 401(k) & IRA Management
- Alternative Investments
- Asset Allocation
- Cash Flow Management
- Debt Management
- Education Planning
- Estate Planning
- Family Office Services
- Family Wealth Transfer
- Financial Advice & Coaching
- Financial Planning
- Insurance Planning
- Investment Management
- Philanthropic Planning
- Portfolio Management
- Portfolio Rebalancing
- Retirement Planning
- Risk Management
- Social Security Planning
- Stock Option Planning
- Tax Planning & Strategy
- Wealth Management
Pricing
- Flat Fee — $24,000–$48,000 one-time
- Subscription — $10,000 monthly
- AUM-Based Fee — 1% of AUM