Grossman Financial Management provides investment advice and financial plans through consultations. They monitor client situations monthly, review accounts quarterly, and meet annually. Grossman Financial Management manages assets on a non-discretionary basis and tailors services to individual needs. The first meeting is free.
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 $250K | 1.10% |
| $250K - $500K | 1.94% |
| $500K - $750K | 1.53% |
| $750K - $1.0M | 1.26% |
| $1.0M - $1.5M | 0.94% |
| $1.5M - $2.0M | 0.73% |
| $2M+ | 0.63% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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