Grosso Wealth Management (GWM) provides financial planning and investment management services. GWM tailors its services to each client's needs, offering both ongoing financial planning with portfolio management and project-based financial planning for a fixed fee. GWM primarily uses passive investment strategies and recommends mutual funds, exchange-traded funds (ETFs), stocks, and bonds.
Assets Under Management$3.6M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$3.6M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
GWM reserves the right to negotiate other fee arrangements when appropriate for a client's financial circumstances, including a fixed fee in some circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
