Kent Groff

Groff Wealth Management charges an annual fee based on a percentage of the value of your portfolio, billed quarterly in advance. The fee schedule uses straight tiers, meaning the single rate applies to your entire portfolio based on the total amount invested:

• $0 to $1,000,000 — 1.00% per year
• $1,000,001 to $2,500,000 — 0.90% per year
• $2,500,001 to $4,000,000 — 0.80% per year
• $4,000,001 to $6,000,000 — 0.70% per year
• $6,000,001 to $10,000,000 — 0.60% per year
• $10,000,001 to $25,000,000 — 0.50% per year
• $25,000,001 and above — 0.35% per year

Financial planning is included as part of this combined wealth management service at no extra charge. If the firm uses an outside manager for a portion of your portfolio, their separate fee will apply in addition to this fee, though the combined total will not exceed 2% per year.