Grow Planning, LLC manages investment portfolios and offers financial planning services. They work with clients to create personalized investment plans based on their goals, risk tolerance, and financial situation. Grow Planning also offers comprehensive financial planning, covering areas like retirement, insurance, and estate planning. They use a variety of analysis methods to make investment decisions.
Assets Under Management$1.7M
Clients18
Advisors1
Avg. per Client$92K
Avg. per Advisor$1.7M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 1.00% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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