Get Rich Slowly offers portfolio management and advisory services, including investment advice, personal financial planning, and tax planning. They specialize in long-term passive index investing using market capitalization weighted index mutual funds and ETFs, aiming to minimize costs and maximize long-term returns. Advisory services are tailored to individual client needs.
Assets Under Management$1.4M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1.4M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.10% |
| $1M+ | 0.05% |
Portfolio management services require concurrent selection of the flat-fee subscription (retainer fees) option for advisory services. Fees for optional add-on portfolio management services are billed separately from, and in addition to, fees for advisory services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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