Transparent Fees. Personalized Solutions. Your Financial Goals Come First.
At Grass Capital, we believe understanding the cost of financial advice should be simple and straightforward.
Our fee structure is designed to reflect the services you receive, the complexity of your financial needs, and the level of investment management required.
Whether you’re seeking professional investment management, comprehensive financial planning, or retirement solutions, we provide clear information about our fees before you engage our services.
Our investment management fees are generally based on the value of assets we manage on your behalf.
Fees are generally calculated and billed monthly or quarterly, depending on the account arrangement and custodian.
Our fees are negotiable based on individual circumstances, investment objectives, and the scope of services. Eligible accounts within the same household may be combined to qualify for a lower fee tier.
Minimum Investment: $50,000 (may be waived at our discretion).
Personalized Financial Guidance for Every Stage of Life
Additional meetings beyond the agreed amount will be charged at a rate of $150 per 30 minutes.
Our financial planning services are tailored to your unique circumstances and may include investment planning, retirement planning, education funding, financial goal setting, and broader wealth management considerations.
The fee depends on the complexity of your financial situation and the scope of planning services required.
Additional consultations beyond the agreed scope may incur a separate fee, disclosed in advance.
Plan Today. Protect Your Legacy Tomorrow.
We help clients organize financial information, review assets and beneficiary arrangements, and access digital estate planning resources.
Our support services are designed to help coordinate estate planning considerations with your broader financial goals.
Fees depend on the complexity and scope of services. Third-party platform and legal professional fees, if applicable, are separate.
Retirement Solutions for Individuals and Business Owners
We provide advisory support for qualified retirement accounts, including eligible 401(k) plans and other retirement arrangements.
Services may include retirement investment planning, portfolio monitoring, investment selection, and ongoing advisory guidance.
Fees depend on the type of account, assets managed, and services provided.
For employer-sponsored retirement plans, fees and service arrangements are determined by the specific plan engagement.
An Alternative Fee Structure for Eligible Investors
For eligible qualified clients, Grass Capital offers performance-based investment management arrangements.
These arrangements may include a performance fee of 20% of new investment profits, subject to applicable high-water mark provisions and the individual advisory agreement.
Performance fees may be charged in addition to applicable management fees. These arrangements are available only to clients who meet the relevant regulatory eligibility requirements.
Additional Fees & Important Information
Our advisory fees do not include certain third-party expenses, such as brokerage commissions, custodian charges, transaction costs, or investment fund expenses.
All applicable advisory fees, billing arrangements, and service terms are disclosed in your written agreement before services begin.
Important Disclosure: Fees shown are subject to the applicable advisory agreement, account eligibility, and service arrangements. Fees may be negotiable. Additional third-party expenses may apply. Performance-based fees are available only to eligible qualified clients. Grass Capital LLC does not guarantee investment performance or specific financial outcomes. For complete fee information, please review our Form ADV Part 2A brochure, Items 5 and 6.
Our Commitment: Clear Fees. Thoughtful Advice. Long-Term Relationships.