Matthew Grow is a registered investment advisor at Grow Rasmussen Consulting LLC, based in Boise, ID, with 23 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 124 clients with $52M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees negotiable over $2,000,000. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Location
12550 W Explorer Drive, #275, Boise, ID, 83713
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Matthew is a partner at Grow Rasmussen LLP, an accounting firm, dedicating full-time hours to this role. He is also a shareholder in Grow Rasmussen Management Inc. and a partner in Alpine Real Estate LLP, spending minimal time on each.
Employment History
Current Registrations
Grow Rasmussen Consulting LLC
State Registrations2 states
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