Graybill Wealth Management, LTD
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Overview
Graybill Wealth Management, LTD operates as a financial advisor firm based in Elmhurst, Illinois. The firm has $320.1 million in assets under management over 517 client accounts, making it a mid-tier financial advisory firm in the country by assets under management (AUM). The firm has a small team, including 2 financial advisors. Graybill Wealth Management, LTD is not a registered broker-dealer, signifying that it is not able to buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer firm to do so. Securities are tradable financial investments such as stocks, options and bonds.
Graybill Wealth Management, LTD manages 492 of the firm's accounts on a discretionary basis. Discretionary management means that a portfolio manager makes transaction judgments for the client's account without requiring client authorization. Graybill Wealth Management, LTD also oversees 25 non-discretionary accounts with a total of $14.6 million in AUM. The firm's average account size is $619,061. The typical advisor at Graybill Wealth Management, LTD oversees about 259 client accounts.
The firm's headquarters is at 135 S Cottage Hill Ave, Elmhurst, Illinois 60126. It is legally allowed to serve investors throughout 5 states, including Florida, Illinois, New Hampshire, Texas and Wisconsin.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Graybill Wealth Management, LTD by the Numbers
$320.1 million
5
517
$619.1 thousand
Products and Services
Graybill Wealth Management, LTD offers a number of services, which can include financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. In the past financial year, it provided 11-25 of its accounts with financial planning services. Graybill Wealth Management, LTD does not sell products or offer services apart from investment advisory services to its investment advisory clients.
Core Advisor Services
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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.
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Offered by 46% of firms
Portfolio Management
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.
Other Services
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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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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors usually vary depending on which services are offered. However, fees billed by Graybill Wealth Management, LTD typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Graybill Wealth Management, LTD provides services to retail investors and high net worth investors. Out of its 517 accounts, Graybill Wealth Management, LTD's biggest client is retail investors, though it also manages money for 80 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 under management or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 34.33%
- Other Individuals - 65.67%
- Corporations - 0%
- 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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Disclosures
Graybill Wealth Management, LTD does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Graybill Wealth Management, LTD
Glendale Heights, IL
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