GRO Capital offers investment advice to high net worth individuals, helping them manage their income, assets, and debts to meet their financial goals. GRO tends to favor small to mid-capitalization stocks, focusing on education and business services. They may also invest in large capitalization companies and fixed income securities. GRO manages accounts at Charles Schwab and Fidelity, but clients can choose their own broker.
Assets Under Management$12M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$12M
Fee Structure
Investment management only (planning not offered)
GRO Capital charges a percentage of your portfolio's value each year. The fee is based on the value of your investments at the end of each quarter.
- $0 - $999,999: 1.5% to 2.0% per year
- At least $1,000,000: 1.0% to 2.0% per year
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