The Grimm Group is a registered investment advisor specializing in passive, long-term investment strategies for individual clients. They focus on investing in low-cost S&P 500 index funds to help clients achieve financial growth and stability. The firm offers personalized financial planning and portfolio management tailored to individual goals and risk tolerance.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.50% |
| $500K - $1.0M | 0.40% |
| $1M+ | 0.30% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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