Grow With Me manages individually tailored investment portfolios and provides comprehensive financial planning services for individuals and other clients. Grow With Me helps clients establish investment policies, asset allocation targets, and manages portfolios using stocks, bonds, exchange-traded funds, options, mutual funds, and other securities. Grow With Me also offers access to third-party investment managers and platform services. In addition to portfolio management, Grow With Me provides financial planning covering retirement planning, risk management, college savings, cash flow, debt management, employee benefits, and estate planning. Grow With Me operates as a fiduciary, legally required to act in your best interest. Grow With Me does not have a minimum account size requirement.
Fee Structure
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 and paid quarterly in arrears.