Graystone Partners Wealth Management, LLC
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Learn more about Graystone Partners Wealth Management, LLC
Graystone Partners Wealth Management, LLC operates as an advisory firm headquartered in Tempe, Arizona. Graystone Partners Wealth Management, LLC has $202.4 million in assets across 1,188 accounts, placing it in the mid-tier of financial advisory firms in the nation by assets under management (AUM). The company has a small group, including 3 financial advisors. Graystone Partners Wealth Management, LLC is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are exchangable financial assets such as bonds, stocks and options.
Graystone Partners Wealth Management, LLC administers more than half of the firm's accounts on a discretionary basis. Discretionary management means that an investment advisor has the discretion to make buy and sell judgments without requiring the customer's permission. Graystone Partners Wealth Management, LLC also has nine non-discretionary accounts with a total of $1.4 million in assets under management. The firm's typical account size is $170,405. An average financial advisor at Graystone Partners Wealth Management, LLC manages around 396 client accounts.
Graystone Partners Wealth Management, LLC's central office is located at 1095 West Rio Salado Parkway, Tempe, Arizona 85281. The firm is allowed to provide services to clients across 12 U.S. states and territories.
Assets Under Management
Number of Advisors
Graystone Partners Wealth Management, LLC by the Numbers
Products and Services
Graystone Partners Wealth Management, LLC offers multiple financial services, which can consist of financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Notably, Graystone Partners Wealth Management, LLC did not provide financial planning services to any of its customers in the prior financial year. Graystone Partners Wealth Management, LLC is not engaged in selling products or offering services other than investment advisory services to its investment advisory clients.
Core Advisor Services
Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
Offered by 46% of firms
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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This is the hosting of seminars or workshops to educate investors on financial concepts.
A financial advisor's fees usually depend on which services are provided. Fee types billed by the company can be comprised of the following fee types: asset-based, hourly or fixed. Graystone Partners Wealth Management, LLC participates in a wrap fee program, in which the company offers a service bundle for a single fee.
Offered by 69% of firms
Percentage of AssetsShow Explanation
This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.
Offered by 21% of firms
Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.
Offered by 32% of firms
Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.
Find one of the 1% of firms that offer this fee type
Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.
Find one of the 26% of firms that offer this fee type
Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.
Find one of the 0% of firms that offer this fee type
Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.
Find one of the 10% of firms that offer this fee type
Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.
Types of Clients
The firm works with retail investors, high net worth investors and pension plans. Out of its 1,188 accounts, Graystone Partners Wealth Management, LLC's biggest client type by number of accounts is retail investors, but it also caters to 316 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 26.62%
- Other Individuals - 72.79%
- Corporations - 0.59%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Graystone Partners Wealth Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact email@example.com.
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