Grodzki Wealth Management offers discretionary investment management and personalized financial planning services for individuals, high-net-worth clients, and businesses. Grodzki Wealth creates tailored investment strategies based on each client's goals, time horizon, and risk tolerance, using fundamental and cyclical analysis for long-term purchasing strategies. In addition to portfolio management, Grodzki Wealth provides comprehensive financial planning—evaluating net worth, tax liabilities, asset allocation, retirement, and estate plans—as well as targeted hourly consultations on specific financial topics. Grodzki Wealth has no account minimums.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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