GrowStrong Wealth Strategies provides investment management and financial planning services. Investment management is offered on a discretionary basis, including variable annuities and life products. GrowStrong may recommend third-party managers. Financial planning covers various topics, including financial goals, retirement strategy, risk management, tax reduction, and estate preservation. GrowStrong also provides consulting services to qualified retirement plans.
Assets Under Management$100M
Clients239
Advisors3
Avg. per Client$430K
Avg. per Advisor$34M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
The annual fee may be negotiable based upon certain criteria. Accounts within the same household will be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...