Founders Grove Wealth Partners (FGWP) provides financial planning, consulting, and investment management services. FGWP works with clients to understand their financial goals and then creates investment strategies using individual stocks, bonds, ETFs, options, and mutual funds. FGWP also selects independent managers to manage portions of client assets. FGWP uses Dynasty Financial Partners for operational and back-office support.
Fee Structure
FGWP charges an annual fee based on the value of your portfolio. This fee will not exceed 1.50% and is negotiable. The fee is billed quarterly in advance. Adjustments are made for deposits and withdrawals during the quarter that are more than $50,000. FGWP may combine the account values of family members to determine the applicable advisory fee. Clients will also be charged fees from Dynasty Financial Partners for certain programs, as well as fees charged by the independent managers FGWP selects.