Grove Point Advisors, LLC

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Assets Under Management

$2.5B

Number of Clients

6,688

Number of Advisors

N/A

Average Client AUM

$369K

AUM per Advisor

N/A

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Grove Point Advisors offers investment advisory services through its Portfolio Builder wrap-fee program. Services include investment management, financial planning, and retirement plan services. IARs provide recommendations based on client goals, objectives, and risk tolerance. Grove Point Advisors is affiliated with Grove Point Investments, a broker-dealer and insurance agency.

Fee Structure

Minimum Investment:$10K

Areas of Practice

Investment ManagementRetirement Planning

Location

2440 Research Blvd, Suite 500, Rockville, MD, 20850

0 Advisors at this firm

No advisors found for this firm.