Union Grove Capital offers investment management and financial planning services. Investment management is offered on a discretionary basis. Financial planning includes consultation services and ongoing financial planning. The firm may use model portfolios available through Altruist LLC's Model Marketplace. Clients are not obligated to act on any recommendations.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
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% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. When Union Grove Capital uses Altruist LLC’s Model Marketplace, Altruist charges an additional annual fee which ranges between 0.00% and 1.00%. Union Grove Capital’s fees are inclusive of Altruist LLC’s Model Marketplace fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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