Growe Capital Advisors (GCA) provides financial planning, consulting, and investment management services. GCA offers wealth management services, including financial planning and discretionary management of investment portfolios. GCA primarily allocates client assets among independent investment managers and exchange-traded funds, but also recommends mutual funds, direct fixed-income products, and structured products. GCA tailors its advisory services to meet the needs of its individual clients.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $25.0M | 0.80% |
| $25M+ | 0.80% |
Fees negotiable above $25,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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