Assets Under Management
$0
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
$0
Compensation
Fee-Only (AUM)Fixed/Hourly
Grossman Financial Management provides investment advice and financial plans through consultations. They monitor client situations monthly, review accounts quarterly, and meet annually. They manage assets on a non-discretionary basis and tailor services to individual needs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.10% |
| $250K - $500K | 1.10% |
| $500K - $750K | 1.04% |
| $750K - $1.0M | 0.86% |
| $1.0M - $1.5M | 0.60% |
| $1.5M - $2.0M | 0.43% |
| $2M+ | 0.23% |
The fee is calculated using a base fee plus a percentage on the amount over the base. Fees are not negotiable.
CA, United States