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Updated September 28, 2026. Quick answer: Grimes & Company discloses a tiered schedule starting at 1.25% in its Form ADV Part 2A (September 23, 2026). Converted to dollars, that runs $6,250 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Form ADV Part 2A (September 23, 2026): “Market Value of Portfolio % of Assets Under $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% Over $10,000,000.01 0.50% The published fee schedule is tiered in nature. Accordingly, the fee is 1.25% for the first $500,000, 1.00% on the next $1,500,000, 0.75% for the following $5,000,000, etc.”
Note: CRD 109420 is ACTIVE and SEC-registered (effective 1/28/2000), confirmed live via IAPD on 2026-09-28; the firm converted from Grimes & Company, Inc. to Grimes & Company Wealth Management, LLC under the same CRD and SEC file 801-57193. The brochure dated September 23, 2026 states $6,122,963,410 discretionary plus $175,796,103 non-discretionary regulatory AUM as of December 31, 2025, a combined $6,298,759,513 (about $6.3 billion). Grimes generally requires a minimum asset level of $500,000 ($1,000,000 for clients referred through Schwab Advisor Network or Fidelity Wealth Advisor Solutions), but discloses no separate dollar minimum annual fee.
- Under $500,000: 1.25%
- $500,000.01 to $2,000,000: 1.00%
- $2,000,000.01 to $7,000,000: 0.75%
- $7,000,000.01 to $10,000,000: 0.65%
- Over $10,000,000.01: 0.50%
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $3,125 | 1.25% |
| $500,000 | $6,250 | 1.25% |
| $1,000,000 | $11,250 | 1.12% |
| $2,000,000 | $21,250 | 1.06% |
Grimes’ Item 5 fee schedule is marginal and tiered: 1.25% on the first $500,000, then 1.00% on the next $1,500,000, so the figures below sum each bracket’s rate against the corresponding portion of the balance; no minimum fee floor applies.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Grimes & Company’s own published rate runs $6,250 a year.
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- Form ADV Part 2A (September 23, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1058890
- SEC Investment Adviser Public Disclosure, Grimes & Company Wealth Management, LLC (CRD #109420): https://adviserinfo.sec.gov/firm/summary/109420
- Grimes & Company Wealth Management, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/109420/PDF/109420.pdf
Methodology. This page was built September 28, 2026, drawing on Grimes & Company’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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Is Grimes & Company a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
What does it take to open an account? See Grimes & Company’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing Grimes & Company against other options? See Grimes & Company alternatives, including a lower-fee full-service firm, a flat-fee route and a robo/hybrid.