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)
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.
| 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.
12 Rte. 17 North, Suite 130, Paramus, NJ, 07652