Carl Wiese is a CFA-designated registered investment advisor at Grow Funds LLC, based in La Jolla, CA, with 7 years of industry experience. Carl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 55 clients with $68M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable on a case-by-case basis. For family and friends of the firm, GROW may reduce or waive management fees in their entirety.
Fee Estimator
Location
4275 Executive Square, Suite 335, La Jolla, CA, 92037
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Carl is an adjunct professor at the University of San Diego, teaching finance-related courses. This takes about 10-20% of his time and does not occur during trading hours.
Employment History
Current Registrations
Grow Funds LLC
State Registrations1 state
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