Groesbeck Investment Management offers equity portfolio management services to various clients, including high net worth individuals, trusts, pensions, and IRAs. They offer Growth of Income and Growth investment strategies. The Growth of Income strategy seeks a growing income stream and total return exceeding the S&P 500. The Growth style aims for higher-than-market returns through capital appreciation. Clients can sign on individually or through sponsored wrap programs. Groesbeck Investment Management does not negotiate fees or provide custody or trading services in wrap programs.
Assets Under Management$65M
Clients34
Advisors2
Avg. per Client$1.9M
Avg. per Advisor$32M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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