Grove Street Fiduciary offers wealth and trust advisory services that combine financial planning and investment management. They work with individuals to understand their financial situation, goals, and risk tolerance. Based on this information, they create a personalized investment strategy and manage the client's portfolio. They primarily recommend exchange traded funds, index funds, and no-load indexed mutual funds. They also offer consulting services on specific financial topics.
Assets Under Management$410M
Clients297
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$210M
Fee Structure
Minimum Investment:$5M
Planning is included in investment management
Minimum Annual Fee:$12,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Fee for wealth and trust advisory services ranges from 0.60% to 1.50% per annum of investable assets, subject to a minimum annual fee of $12,000, which may be waived for certain legacy clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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