The Grove, Realty and Services, Corp. provides investment advice, real estate services, and insurance products. They focus on creating an integrated investment portfolio that includes real estate and securities, aiming to maximize returns while managing risk and protecting loved ones. The Grove's approach, called the Wealth Growth and Protection Program, compares different investment strategies to help clients make informed decisions. They also offer real estate syndication services but will recommend an independent professional evaluation if they have a stake in the investment.
Fee Structure
The Grove offers investment advisory services for an annual fee of 1% of the value of your portfolio. They also offer portfolio management services for an additional 0.75% of the value of your portfolio annually. These fees do not include asset custody and discretion.