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Grimes & Company

Updated today

Total assets under management

$5,592,556,041

Total clients

3,626

45% high-net worth

Total advisors

29

of 53 employees

Firm size

Multi Team

Average clients per advisor

125

Average account size

$1,542,349

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

Possible flat fees or fee waivers at discretion for certain clients or services including advanced financial planning

Percentage

$0 - $500,000: 1.25% $500,000.01 - $2,000,000: 1.00% $2,000,000.01 - $7,000,000: 0.75% $7,000,000.01 - $10,000,000: 0.65% $10,000,000.01+: 0.50%

Other

Account minimum: $500,000 (generally); $1,000,000 for clients referred through Schwab Advisor Network or Fidelity Wealth Advisor Solutions Program; minimums may be waived at Grimes' discretion Fee-only: Investment advisory fees based on tiered percentage of AUM as stated; no commissions received from securities sales

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

Grimes & Company

One Technology Drive, Suite 100

Westborough MA 01581, United States

Number of offices

27

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