We are proud to be a fiduciary advisor.

While some advisors aren’t held to the highest standard of client service, we pride ourselves on it.

  • We see the standard as a starting point and work to build into each of our client relationships a sense of stewardship. Your success is ours. This translates into cultivating a careful understanding of our client’s needs and financial situation.

  • Being independent, we never earn commissions on the investment products our clients are invested in. Due to this, we have no pressure to place our clients in products for any reason other than their best interest.

    As an independent registered investment advisor, we’re legally bound to act in a fiduciary capacity for our clients. Unlike broker-dealers and their agents, who may earn commissions by selling products they deem suitable, each decision we make as a fiduciary advisor is solely on behalf of our client’s best interests.

  • Because our clients' lives are dynamic, so too is our advice. We check in quarterly with our clients and meet with them as often as needed to ensure their investment and financial planning strategies continue tracking to their needs.

  • We charge on a tiered scale, meaning our fees are based on your asset range. For example, accounts from $500,000 - $1MM are billed at 1.10%.

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FAQs

  • We bill on an AUM (Assets Under Management) model. Accounts managed on your behalf are billed monthly based on the month ending balance. Fees are debited from your account.



  • We charge on a tiered scale, meaning that fees are based on your asset range.

    Assets Under Management Annual Advisory Fee
    $0 - $500,000 1.10%
    $500,001 - $1,000,000 1.00%
    $1,000,001 - $3,000,000 0.90%
    $3,000,001 - $5,000,000 0.80%
    $5,000,001 and Above 0.70%

  • We use Charles Schwab as an independent, third-party custodian.

CFP® Professional

The CERTIFIED FINANCIAL PLANNER™certification has been the standard of excellence for financial planners for over 30 years. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board’s ethical standards that require them to put clients first.

Fee-Only

Fee-only compensation is the most transparent and objective method available. By not accepting commissions, or outside revenue sharing, we are able to minimize conflicts of interest.

Fiduciary Obligation

In our industry, a person or business that assumes a fiduciary duty is obligated to put clients’ interests ahead of their own when making investment decisions for them.

Serving Clients in Chautauqua County, NY, and Virtually Nationwide.

Jamestown, Lakewood, Mayville, Bemus Point, Fredonia, Westfield, Panama, Warren, PA & more…

evan@greycapitalmgmt.com
(716)-397-8886

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