Assets Under Management
$61.7M
Number of Clients
55
Number of Advisors
3
Average Client AUM
$1.1M
AUM per Advisor
$20.6M
Compensation
Fee-Only (AUM)
Van Grouw Advisors, LLC offers ongoing asset management services through determining individual investment goals, time horizons, objectives, and risk tolerance. Investment strategies, investment selection, asset allocation, portfolio monitoring and the overall investment program will be based on the above factors.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
The annual fee is negotiable for assets over $1,000,000. Using the previous tier's fee percentage for the negotiable tier.
29 Plantation Park Drive, Suite 804, Bluffton, SC, 29910