Grow Rasmussen Consulting provides financial planning and investment management services. This includes helping clients determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, fund education, and plan for retirement and estate matters. Grow Rasmussen Consulting is compensated based on a percentage of the assets they manage. The client makes the final investment decisions. The firm also receives commissions from selling annuities and insurance products, which could create a conflict of interest.
Assets Under Management$52M
Clients124
Advisors4
Avg. per Client$420K
Avg. per Advisor$13M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees negotiable over $2,000,000. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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