Van Grouw Advisors offers investment management services where they make investment decisions for you. They work with individuals, high net worth individuals, trusts, and estates. They create investment strategies based on your goals, how long you plan to invest, your objectives, and how much risk you're comfortable taking. You can place restrictions on the types of investments they make.
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 (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
The annual fee is negotiable for amounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...