Groesbeck Investment Management CORP
Assets Under Management
$64.7M
Number of Clients
34
Number of Advisors
2
Avg. Portfolio per Client
$1.9M
Avg. Managed per Advisor
$32.3M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Groesbeck Investment Management offers equity portfolio management services to various clients, including high net worth individuals, trusts, pensions, and IRAs. They offer two investment strategies: Growth of Income, which seeks a growing income stream and total return exceeding the S&P 500, and Growth, which aims for higher-than-market returns through capital appreciation. Clients can sign on individually or through sponsored wrap programs. Groesbeck Investment Management does not provide custody or trading services in wrap programs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $30.0M | 0.75% |
| $30.0M - $50.0M | 0.63% |
| $50M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Areas of Practice
Location
12 Rte. 17 North, Suite 130, Paramus, NJ, 07652