Groom Financial Advisory offers personalized financial planning and investment management. Financial planning covers cash flow, debt, risk management, college funding, retirement, estate, and tax planning. Investment management includes designing a portfolio and ongoing management, primarily using no-load mutual funds and exchange-traded funds. Groom Financial Advisory is a fee-only firm and does not sell commissioned products.
Assets Under Management$98M
Clients58
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$98M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Investment Management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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