Groundwork Wealth Management provides investment advice to individuals. Services include comprehensive portfolio management, which includes asset management and financial planning. Groundwork Wealth Management works with clients to understand their financial situation, goals, and risk tolerance. The firm then creates an investment approach using stocks, bonds, ETFs, and mutual funds. The firm also offers educational seminars on topics such as budgeting, market overview, estate planning, retirement, and investments.
Assets Under Management$32M
Clients90
Advisors1
Avg. per Client$350K
Avg. per Advisor$32M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...