Growth Equity Management, Inc. offers investment advice and manages portfolios using mutual funds, exchange-traded funds (ETFs), and listed stocks. Services are tailored to each client's needs, determined through an initial interview and questionnaire. Clients can specify restrictions on investments. The firm does not use bundled fees.
Assets Under Management$680K
Clients16
Advisors1
Avg. per Client$43K
Avg. per Advisor$680K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 2.20% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.50% |
Account Management Fees are negotiable and must be authorized by the Client in writing.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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