Investgro offers both discretionary and non-discretionary asset management services, tailoring investment strategies to individual client goals and risk tolerance. They also provide financial planning services, including full financial plans, consultation services for specific topics, and ongoing financial planning with monthly workshops and client calls. Asset management is included at no additional cost for ongoing financial planning clients with under $250,000 in assets.
Assets Under Management$930K
Clients17
Advisors2
Avg. per Client$55K
Avg. per Advisor$470K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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