Grow With Me, LLC (GWM) manages investment portfolios and provides financial planning services. GWM offers advice on retirement planning, risk management, college savings, cash flow, debt management, and estate planning. GWM uses stocks, bonds, ETFs, options, mutual funds, and other public and private securities or investments. GWM also offers the use of Third Party Managers, Outside Managers, or Sub-Advisors (TAMPs) for portfolio management services.
Assets Under Management$57M
Clients135
Advisors3
Avg. per Client$420K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.40% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.10% |
| $5M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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