Van Grouw Advisors, LLC

Fee-Only (% of Portfolio)

Van Grouw Advisors provides discretionary asset management services to individuals, high-net-worth individuals, trusts, and estates. Van Grouw Advisors builds personalized investment strategies by evaluating each client's individual investment goals, time horizons, objectives, and risk tolerance. The firm uses fundamental and technical analysis when selecting investments, which may include long-term purchases, short-term purchases, trading, and option writing. In addition to investment management, the firm's principal operates outside businesses as a Certified Public Accountant, insurance agent, and registered representative of a broker-dealer, offering separate services that may create potential conflicts of interest.

Assets Under Management$69M
Clients80
Advisors3
Avg. per Client$860K
Avg. per Advisor$23M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1M+1.00%

Fees for assets over $1,000,000 are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

3 Advisors at this firm

Van Grouw Advisors, LLC - Fees, AUM & Advisors | TrueAdvisor