Groundwork Wealth Management is an investment advisory firm based in Downingtown, Pennsylvania, wholly owned and operated by James Taylor. The firm has been in business since 2014 and primarily serves individuals and high-net-worth individuals. Groundwork Wealth Management offers comprehensive portfolio management, which includes personalized investment strategies using stocks, bonds, exchange-traded funds, mutual funds, and other securities, along with financial planning and consulting upon request. Portfolios are regularly monitored and rebalanced according to each client's specific goals and risk tolerance. Additionally, the firm offers educational seminars covering topics such as budgeting, market overviews, estate planning, retirement preparation, and investment basics. Groundwork Wealth Management acts legally required to act in your best interest and customizes its services to align with individual objectives.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee is 1.00%. Fees are negotiable and billed monthly in arrears based on the month-end portfolio value.