Grogan Advisory Services specializes in wealth management practices including asset management, asset protection, and philanthropic strategies. When managing client portfolios, the firm considers the client's financial situation, including employment status, cash reserves, retirement account values, current age, anticipated retirement date, income needs, as well as tolerance for risk and volatility. Financial planning is an optional service and may include tax planning, insurance planning, retirement planning and estate planning. Fees may be hourly or a fixed rate.
Fee Structure
If Grogan Advisory Services manages your money, the annual negotiable fee ranges from 0.25% to 2.5% of your account's value. The fee is paid quarterly, at the end of each quarter based on the value of your assets.