Advisor at Grayeli Investment Management
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Firm
Grayeli Investment Management
Location
Reston, VA
Credentials
Series 63, Series 65
Industry experience
21 years
Mehdi Grayeli is the principal of Grayeli Investment Management in Reston, VA, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has operated Grayeli, Inc. since 1997. Grayeli Investment Management is an independent registered investment adviser managing approximately $17.9 million for about 25 households, including individuals, high-net-worth clients, trusts, and pension and profit-sharing plans. The firm provides discretionary investment management and financial planning, using a goal-based planning process focused on capital preservation, risk management, and a long-term, diversified buy-and-hold strategy.
Based on Grayeli Investment Management
Based on Grayeli Investment Management
$0 - $1,000,000: 0.90% of Account Value $1,000,001 - $2,000,000: 0.60% of Account Value $2,000,001 - $3,000,000: 0.50% of Account Value Over $3,000,000+: $20,000 Flat Retainer Fee
Account minimum: $100,000
Reston, VA
Maryland · Virginia
Grayeli, Inc.
1997 - Present (29 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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