Grow Funds, LLC (GROW) offers investment management services to individuals and institutions. GROW manages investments based on client goals and risk tolerance, using model portfolios or customized portfolios. GROW also offers pension consulting services to retirement plans. GROW does not take custody of client funds; these are held by a custodian. GROW may receive economic benefits from Schwab, which creates a potential conflict of interest.
Assets Under Management$68M
Clients55
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$23M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable on a case-by-case basis. For family and friends of the firm, GROW may reduce or waive management fees in their entirety.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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