Grove + Grove Invest: All-In Costs*
* Grove Invest does not charge management fees on the first $100,000 of a client’s portfolio balance.
Managed account balanceFirst-year cost (includes $560 setup fee) as percentage of assetsAnnual cost after first year as a percentage of assets
$25,0005.36%3.12%
$50,0002.68%1.56%
$75,0001.79%1.04%
$100,0001.34%0.78%
$125,0001.12%0.67%
$150,0000.98%0.60%
$200,0000.79%0.52%