DisruptiveSecularGrowth offers investment management and financial planning services. Financial planning includes cash flow, tax, and retirement planning. Investment management constructs portfolios based on client's goals, risk tolerance, and assets. They also offer a specific portfolio strategy called DisruptiveSecularGrowth Focus. A third-party platform may be used to manage held-away assets like defined contribution plans.
Assets Under Management$25M
Clients32
Advisors1
Avg. per Client$780K
Avg. per Advisor$25M
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Fee Structure
Minimum Investment:$350K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
This is one of two fee options. The other option is a performance-based fee for qualified clients: 0.25% annually plus 25% of performance above a 10% annual benchmark. Minimum account size for both options is $350,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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