De Groote Financial Group provides wealth management services, including discretionary investment portfolio management and financial planning. They allocate client assets among independent investment managers, mutual funds, exchange-traded funds (ETFs), bonds, and individual securities. They also use model portfolios. De Groote Financial may recommend investments in privately placed securities for accredited investors. They tailor services to individual client needs and consult with clients to determine their risk tolerance and financial situation. De Groote Financial also offers financial planning services, including business planning, retirement planning, and estate planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.85% |
Clients participating in the Firm’s Core Conservative, Core Balanced, and Core Growth portfolios are generally charged 0.25% in addition to the blended fee schedule above. TAMP related charges are not included in the investment management fee. You will be charged a Platform Fee (0 - .45% annually), independent fixed income manager fees (0 - .90% annually), and independent equity manager fees (0 – 1.50% annually).