Matthew Grouw is a registered investment advisor at Van Grouw Advisors, LLC, based in Bluffton, SC, with 3 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 80 clients with $69M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
The annual fee is negotiable for amounts over $1,000,000.
Fee Estimator
Location
29 Plantation Park Drive, Suite 804, Bluffton, SC, 29910
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Matthew is a registered representative with IBN Financial Services, Inc. since January 2023, spending about a quarter of his time there. He also works as a staff accountant for James L. Van Grouw LLC, dedicating about half his time to general bookkeeping and tax return preparation.
Employment History
Current Registrations
Van Grouw Advisors, LLC
Ibn Financial Services, INC.Broker
State Registrations3 states
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