Foxgrover Investment Partners provides ongoing portfolio management based on your goals, risk tolerance, and time horizon. They create a plan to select a portfolio that matches your specific situation. Services include investment strategy, asset allocation, and regular monitoring. FoxgroverPartners also offers personalized financial planning to help you organize, protect, and grow your wealth, covering areas like retirement, college, and tax planning. They generally limit their investment advice to mutual funds, fixed income, real estate funds, equities, ETFs, and other securities.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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