Grand Strategy Capital, Llc

Grand Strategy Capital, Llc

Charlottesville, Virginia

Grand Strategy Capital, LLC is a reputable investment advisory firm located in Charlottesville, VA. With a deep understanding of the financial markets and a client-centric approach, the company has built a strong reputation in the industry. They currently serve a diverse portfolio of over 30 individual clients, managing assets exceeding $98,722,000. As a small firm with a single office, Grand Strategy Capital, LLC offers personalized and tailored investment strategies to meet the unique goals and objectives of each client. While a significant portion of their assets under management comes from high net worth individuals, the firm...see more

Assets Under Mgmt

$98.72M

Investment Professionals

3

Locations

0

% 401K & Individual

9%

% Discretionary

90%

Compensation Structure

  • A percentage of assets under your management
  • Hourly Charges
  • Fixed Fees
  • Other

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Reviews for Grand Strategy Capital, Llc

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