InvestGro LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$934,097
Total clients
17
0% high-net worth
Total advisors
3
of 1 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
6
Average account size
$54,947
About
Investgro LLC provides discretionary and non-discretionary asset management alongside financial planning and consulting services, including full financial plans, topic-specific consultations, and an ongoing planning program with monthly workshops and quarterly updates. The firm reports about $934,000 in discretionary assets under management across 17 clients and does not impose an account minimum.
Investment decisions are based on fundamental analysis and portfolio theory (including modern and post-modern approaches) and use Monte Carlo techniques for planning, with portfolios tailored to each client’s goals, time horizon, and risk tolerance. Clients may authorize discretionary trading or retain approval for each transaction, custody is facilitated through Altruist, and advisory fees are billed in advance according to the investment advisory agreement.
Noteworthy features for a supported firm of this size include the emphasis on ongoing client education—monthly workshops and a program that includes asset management at no additional cost for clients with under $250,000 in assets under management—and a small, boutique scale of operations. The firm does not aggregate trades across accounts, does not vote client proxies (clients receive proxies directly), and its principal is a CFP® professional, reflecting a planning-oriented practice.
Client services
Expertise
Fee options
Full financial plans range from $1,500 to $10,000
$0 - $1,000,000: 1.0% annually $1,000,000.01 - $5,000,000: 0.75% annually $5,000,000.01+: 0.50% annually
$500 per hour for consultation planning services
Ongoing financial planning at $200 per month billed monthly or quarterly
Fee-only: Hourly financial planning at $500 per hour; fixed fees for full financial plans between $1,500 and $10,000; ongoing financial planning at $200 per month
Main office location
InvestGro LLC
1982 Providence Pkwy, Suite 257
Mt. Juliet TN 37122, United States
Number of offices
1
Most active in
Tennessee
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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