Financial Growth Management provides ongoing investment advice and manages investment portfolios based on each client's individual needs and goals. They work with clients to create a personalized investment plan and manage the portfolio accordingly. The firm also offers educational seminars and workshops on investment-related topics.
Assets Under Management$12M
Clients44
Advisors2
Avg. per Client$270K
Avg. per Advisor$6M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable at Financial Growth's sole discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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