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Gratus Wealth Management believes in transparency with all things, which is why we have listed our rates below.


We offer an initial complimentary meeting. Please contact Justin at for more information.

*Platform rate includes cost for custodians, billing, online performance reports, and administration.  or more complex planning, rates will be discussed before planning starts. Rates are on a decreasing, sliding scale as the asset amount increases and are dependent upon if the portfolio is actively or passively managed.

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