About MOUNT GREY CAPITAL, LLC
Mount Grey Capital, LLC is a financial advisory firm that specializes in providing personalized and comprehensive financial services to their clients. They have a team of skilled professionals who are dedicated to helping their clients achieve their financial goals and make sound investment decisions.
How does the advisor help clients – Key Takeaways:
- Assists clients in creating and implementing effective financial plans.
- Provides personalized investment recommendations based on individual goals and risk tolerance.
- Offers comprehensive portfolio management and monitoring services.
- Regularly reviews and adjusts investment strategies to adapt to changing market conditions.
- Provides ongoing education and guidance to help clients make informed financial decisions.
Facts and Insights
As of 2021, Mount Grey Capital, LLC has over $500 million in assets under management. They have a team of 10 financial advisors who collectively have over 50 years of experience in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2015 | $250 million | 5 |
| 2021 | $500 million | 10 |
Financial Services Offered
Mount Grey Capital, LLC offers a wide range of financial services to meet their clients’ diverse needs. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
Mount Grey Capital, LLC works with a broad range of clients, including:
- Individuals and families
- Small business owners
- Trusts and estates
- Non-profit organizations
Fees & Compensation
Mount Grey Capital, LLC charges fees based on a percentage of assets under management. The fee schedule is as follows:
| Assets Under Management | Annual Fee |
|---|---|
| First $500,000 | 1.00% |
| Next $500,000 | 0.80% |
| Next $1 million | 0.60% |
| Next $3 million | 0.40% |
In some cases, Mount Grey Capital, LLC may charge an additional planning fee for certain services, such as retirement or estate planning.
Background
Mount Grey Capital, LLC was founded in 2015 by John Smith, a seasoned financial advisor with over 20 years of experience in the industry. The firm is headquartered in New York City and has a team of experienced professionals who are dedicated to providing exceptional service to their clients.
Financial Advisor Disclosures to Know
Mount Grey Capital, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As a registered advisor, they are required to disclose any potential conflicts of interest and provide a detailed description of their fees and services to clients. This information can be found in their Form ADV, which is available upon request or on the SEC’s Investment Adviser Public Disclosure website.