Matt Clarke is a registered investment advisor at Grow Funds LLC, based in La Jolla, CA, with 4 years of industry experience. Matt 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.
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Current Registrations
Grow Funds LLC
State Registrations1 state
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