Groff Wealth Management (GWM) offers wealth management services that combine investment management and financial planning for a single quarterly fee. GWM creates personalized investment plans based on client goals, risk tolerance, and tax considerations, primarily advising on stocks, bonds, mutual funds, and ETFs. GWM may use outside managers and 55ip for sub-advisory services. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. GWM tailors services to individual client needs and allows reasonable restrictions on investments.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.35% |
If GWM utilizes an Outside Manager, the above fee schedule does not include the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.