Graystone Partners Wealth Management, LLC

Graystone Partners Wealth Management, LLC is a Registered Investment Adviser based in Tempe, AZ, established in 2019. The firm specializes in providing a wide array of investment advisory services to individuals and various clients. As a fiduciary, Graystone is committed to acting in the best interest of clients. They offer Wealth Management, Financial Consulting, and Retirement Plan Advisory Services. The firm manages accounts on a discretionary basis, utilizing mutual funds, exchange-traded funds, and stocks. Clients can participate in programs like the Manager Access Select Program, Model Wealth Portfolios Program, and Optimum Market Portfolios Program, each with varying minimum account sizes. For Wealth Management, advisory fees are typically up to 2.00% of assets under management. Financial Consulting fees range up to $10,000 based on the complexity of services provided. Retirement Plan Advisory Services fees are also based on a percentage of managed plan assets, not exceeding 2.00%. Graystone does not charge performance-based fees. The firm primarily recommends LPL Financial as the custodian for client assets. Clients should be aware of potential conflicts of interest related to the receipt of economic benefits from LPL. The firm's Managing Partners, Janette Schwendeman and Jerry Gray, are experienced professionals with CFP® designations. They are also registered representatives of LPL and licensed insurance agents/brokers. Tracy Bierworth serves as the Chief Compliance Officer overseeing compliance matters. Graystone does not have any disciplinary history to report.