DP Grow offers investment advisory services where they manage your investments, either with or without your direct input on each trade. They also offer financial planning and consulting on topics like taxes, estate planning, and insurance. DP Grow may use sub-advisors to help manage client accounts. They work with individuals, high net worth individuals, business entities, trusts, estates, and pension and profit-sharing plans.
Assets Under Management$4.4M
Clients14
Advisors2
Avg. per Client$320K
Avg. per Advisor$2.2M
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 - $5.0M | 0.83% |
| $5M+ | 0.50% |
Fees are negotiable and may be lower than the stated maximums. Sub-advisory fees are separate and in addition to DP Grow's fees. AssetMark's sub-advisory fees generally range from 0.10% to 0.70%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...