GrandeurScreen Financial Solutions

A close-up of an elegant glass investment performance chart sculpture, crafted from clear and frosted glass panels that form a rising bar and line graph, mounted on a polished black granite base. The sculpture is positioned on a smooth, light gray conference table with a subtle texture. Behind it, a wall of floor-to-ceiling windows reveals a softly blurred city skyline at dusk. Cool, diffused natural light mixes with warm, understated recessed ceiling lights, creating refined highlights along the glass edges and gentle reflections in the granite. Photographic realism, captured from a slightly low angle with rule-of-thirds composition, emphasizes upward movement and long-term growth, evoking stability, sophistication, and a secure financial future.

Fee Structure

Understand how GrandeurScreen aligns advice, service, and transparent pricing to support your lifelong financial goals confidently

Approach

GrandeurScreen blends disciplined analysis with personal insight to design wealth strategies that evolve with you, coordinating investments, retirement income, tax efficiency, and legacy planning so your financial decisions stay aligned with what matters most over time

Contact advisors
A meticulously arranged financial planning workspace featuring an open silver laptop displaying a clean, modern portfolio dashboard with ascending graphs and diversified asset icons. The laptop rests on a dark walnut desk with a subtle matte finish, beside a neatly stacked set of navy and charcoal leather-bound reports embossed with understated gold titles. A brushed steel pen lies precisely aligned on a minimalist notepad. Soft morning daylight filters through an unseen window, creating gentle reflections on the laptop screen and faint shadows along the desk edge. Photographic realism, captured at eye level with a shallow depth of field, keeps the digital portfolio in sharp focus while the background fades into a soft blur of neutral office tones, conveying professionalism, clarity, and smart decision-making.

Pricing

A close-up of an elegant glass investment performance chart sculpture, crafted from clear and frosted glass panels that form a rising bar and line graph, mounted on a polished black granite base. The sculpture is positioned on a smooth, light gray conference table with a subtle texture. Behind it, a wall of floor-to-ceiling windows reveals a softly blurred city skyline at dusk. Cool, diffused natural light mixes with warm, understated recessed ceiling lights, creating refined highlights along the glass edges and gentle reflections in the granite. Photographic realism, captured from a slightly low angle with rule-of-thirds composition, emphasizes upward movement and long-term growth, evoking stability, sophistication, and a secure financial future.

Guided Start

We keep our pricing transparent and aligned with your goals. Most clients choose an assets-under-management (AUM) fee that scales with their portfolio size and automatically includes ongoing investment management, financial planning, and regular review meetings. For clients seeking project-based help, we offer flat-fee planning engagements for services such as retirement planning, tax-efficient withdrawal strategies, or estate coordination. Business owners and complex households can also opt for a fixed quarterly retainer, providing on‑call guidance and proactive planning without transaction-based commissions.

Foundational plan reviews, budgeting guidance, and annual check-ins for emerging investors nationwide

Get started
A meticulously arranged financial planning workspace featuring an open silver laptop displaying a clean, modern portfolio dashboard with ascending graphs and diversified asset icons. The laptop rests on a dark walnut desk with a subtle matte finish, beside a neatly stacked set of navy and charcoal leather-bound reports embossed with understated gold titles. A brushed steel pen lies precisely aligned on a minimalist notepad. Soft morning daylight filters through an unseen window, creating gentle reflections on the laptop screen and faint shadows along the desk edge. Photographic realism, captured at eye level with a shallow depth of field, keeps the digital portfolio in sharp focus while the background fades into a soft blur of neutral office tones, conveying professionalism, clarity, and smart decision-making.

Premier Steward

Our standard AUM fee starts on a tiered schedule, so as your invested assets with GrandeurScreen grow, the marginal fee rate typically declines. This model eliminates sales incentives and keeps us focused on your long-term results. Planning-only clients pay a clearly quoted upfront fee and, when appropriate, a smaller ongoing service fee for annual updates. All custodial, trading, and third‑party product costs are fully disclosed before implementation, and we review your total cost of advice each year to ensure it remains fair, competitive, and in your best interest.

Comprehensive wealth strategy, tax-aware investing, retirement modeling, and semiannual progress meetings included

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Share your goals, timelines, and current situation so our advisors can craft a tailored wealth roadmap and follow up promptly

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