At Grand Street Wealth Management, we offer various wealth management services to individuals and families. Our services can be broken down into two key phases:

1. Comprehensive Financial Planning

This phase begins with defining our client’s financial goals. In addition to planning for retirement income, we work with clients to plan for various major purchases and expenditures including purchasing a home, funding children’s education costs and establishing a legacy fund. Lastly, we develop a plan by offering advice in the following areas:

  • Cash Flow / Budget
  • Investment Strategy
  • Employee Benefits
  • Retirement Planning
  • Tax, Insurance & Estate Planning

2. Investment Management

Investment management consists of the day-to-day execution of our client’s financial plan. Every financial plan is catered to each of our clients’ investment goals and risk appetite but each portfolio can be segmented into one of these five areas:

  • Asset Class Diversification
  • Risk Premium Diversification
  • Tax Efficiency
  • Passive Investing
  • Portfolio Re-balancing

Percentages & Fees

Our fee for wealth management is based on the amount of assets we manage. In addition to wealth management we offer, on a case by case basis, hourly planning in the amount of $200 per hour.
  • 0.95% | up to $1,000,000
  • 0.75% | $1,000,001 - $3,000,000
  • 0.55% | $3,000,001 - $5,000,000
  • 0.35% | above $5,000,000