Willow Grove Advisors provides investment advisory services to individuals and high net worth individuals, managing investments based on their needs and objectives. Willow Grove operates as a fee-only advisor, meaning they do not accept commissions. They may recommend investments in private funds for suitable clients. Willow Grove also sponsors a wrap fee program, bundling transaction fees with their advisory fee.
Assets Under Management$300M
Clients187
Advisors5
Avg. per Client$1.6M
Avg. per Advisor$60M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $20.0M | 0.20% |
| $20.0M - $40.0M | 0.07% |
| $40M+ | 0.07% |
Fees on assets greater than $40 million are negotiable. The firm sponsors a wrap fee program.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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