Grove Investments manages investments with a focus on long-term growth through investments in common stocks. They look for high-quality companies with strong market positions and solid finances. Grove Investments manages accounts on a discretionary basis, meaning they make investment decisions for you, but will honor reasonable restrictions.
Assets Under Management$42M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$42M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable for very large accounts (over $5,000,000) or accounts that have special needs (i.e. a large portion is to be managed in fixed income securities).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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