Grosso Wealth Management offers personalized financial planning and ongoing portfolio management services to individuals, including high net-worth individuals. Grosso Wealth Management focuses on building long-term, passive investment portfolios utilizing index mutual funds, exchange-traded funds, stocks, and bonds, tailored to each client's individual risk tolerance and financial goals. In addition to investment management, Grosso Wealth Management provides comprehensive financial planning covering retirement, tax strategies, estate planning, cash flow and debt management, college savings, and risk management. Financial planning is typically provided on an ongoing basis bundled with investment management, but can also be purchased as a one-time project for clients who do not need ongoing portfolio management. Grosso Wealth Management operates as a registered investment advisor and acts in the best interest of clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual advisory fee is 1.00% of assets under management. Fees may be negotiable at the firm's discretion.
