GrowthFocus Wealth Management provides investment advice and financial planning to individuals. As a fiduciary, GrowthFocus is legally required to act in your best interest. Investment management includes creating a portfolio strategy and constructing a portfolio of low-cost mutual funds and exchange-traded funds. Financial planning services can be a component of investment management or a separate agreement and may include personal financial analysis, investment planning, retirement planning, and estate planning review.
Assets Under Management$16M
Clients14
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$16M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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