Union Grove Capital provides personalized investment management and financial planning services for individuals, families, and business owners. For investment management, Union Grove Capital builds and monitors custom portfolios based on each client's specific goals, time horizon, and risk tolerance, utilizing third-party model portfolios and trading platforms when appropriate. In addition to portfolio management, Union Grove Capital offers flexible financial planning options, ranging from targeted project-based consultations to comprehensive ongoing planning. Ongoing planning covers retirement projections, cash flow analysis, tax-aware coordination, estate and legacy planning support, insurance evaluations, and specific guidance for business owners such as succession planning and entity-level analysis. Union Grove Capital operates as a registered investment advisor legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.30% |
| $50.0M - $100.0M | 0.25% |
| $100M+ | 0.20% |
Fees are negotiable and accounts within the same household may be combined for a reduced fee.