Investment Growth Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$49,484,494
This total excludes 6 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
79
24% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
79
HighAverage account size
$626,386
About
Investment Growth Management provides discretionary portfolio management and financial planning primarily for individual clients, including high‑net‑worth households, as well as business retirement-plan sponsors and plan participants. The firm also offers ancillary services such as personal cash‑flow tracking and hourly financial planning work.
IGM’s investment approach centers on constructing long‑term, diversified portfolios intended to limit volatility while pursuing capital growth and income, using a mix of equities, fixed income, mutual funds and individual securities. Accounts are managed under limited power of attorney with daily monitoring, quarterly billing, and client reporting that includes monthly statements and an annual performance letter.
Noteworthy aspects that distinguish the firm from many peers are its regular client periodicals (monthly statements with year‑to‑date and inception‑to‑date metrics plus an annual market commentary) and its program of educational presentations and participant education for retirement plans. The firm also uses third‑party platforms and service providers (Pontera for held‑away participant accounts; Ascensus, Betterment, or Guideline for plan services), participates in the Dave Ramsey SmartVestor Pro and Charles Schwab Institutional programs, and reports that a firm principal maintains a separate residential appraisal practice (about 20 hours per week).
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
Cash flow / budgeting
Retirement income strategy
General retirement planning
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Retired
Fee options
Business Retirement Plan Startup Fee: $300; Business Retirement Plan Flat Annual Fee Minimum: $2,500 billed quarterly at $625
$0 - $1,499,999: 1.00% $1,500,000 - $3,000,000: 0.80% $3,000,000 - $5,000,000: 0.70% $5,000,000 - $10,000,000: 0.60% $10,000,000+: 0.50%
Financial Planning: $150 per hour; Personal Cash Flow Tracking and Analysis Service: $120 per hour
Financial Planning ongoing subscription fee: $2,000 - $8,000 annually billed quarterly
Account minimum: $200,000 Fee-only: Financial Planning Annual Fee: $2,000 - $8,000 billed quarterly; Hourly Fee: $150 per hour for needs-based planning; Personal Cash Flow Tracking hourly rate: $120/hour
Main office location
Investment Growth Management, Inc.
Clayton CA, United States
Number of offices
2
Most active in
Investment Growth Management, Inc. has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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