Welcome to Modern Wealth Management.
Stop paying for your Financial Manager’s yacht. Our proven strategy combines sophisticated, low-cost ETF strategies with personalized fiduciary management to reduce trading and management fees that deliver a total return that beats even the best active managers’ total returns over a typical investment horizon.
70-75% Less.
Our 0.3-0.5% fee compared to the typical 1-2% management fee among financial advisors.
$50,000
Typical management fee charged per year on a $5 million portfolio.
$2,300,000.
Total portfolio loss due to drag from management fees of a $5 million portfolio over a 15 year period.
Our Wealth Building Strategy.
At The Grimm Group, we offer comprehensive investment strategies that prioritize efficient low cost ETF’s allowing our clients to achieve market returns without the excessive fees of traditional financial managers.
Our Strategy
The numbers speak for themselves, active managers aim to outperform the market, but this pursuit involves higher management fees, trading costs, and potentially less tax efficiency through portfolio churn. Decades of market data consistently show that, after accounting for these higher costs, the vast majority of active managers fail to consistently beat their market benchmarks over the long term. Low-cost ETFs, designed to simply track market indices, eliminate the guesswork and significantly reduce the fee drag on your portfolio, providing a transparent and highly efficient way to capture market returns and compound wealth more effectively.
We achieve long-term growth objectives by harnessing the power of the market with our low-cost ETF investing strategy. By utilizing highly diversified, cost-efficient Exchange Traded Funds, we minimize the portfolio drag caused by high fees, allowing more of your money to benefit from market returns. This disciplined approach aims to closely track the performance of established benchmarks like the S&P 500 which have returned an average total return of 10.73% annually for the past 30 years. While past performance, is no guarantee of future results, our focus on minimizing costs is key to maximizing the potential returns the market delivers over time.
Over a even just a modest 15-year investment horizon, seemingly small differences in fees can significantly impact your portfolio's growth. Consider a $5 million portfolio consistently earning the S&P 500 benchmark return (e.g., 10.73% annually). Simply reducing the annual management fee from a typical 1% down to an efficient 0.3% results in substantial savings. This reduction in cost drag alone can add approximately $2,300,000 in additional wealth over the 15 year period for a portfolio of this size. This powerfully illustrates how a disciplined, low-cost approach focused on capturing market returns helps preserve and grow your capital far more effectively.
Schedule your appointment
Schedule a consultation with our finance experts to gain personalized insights tailored to your financial goals. Our team is ready to help you navigate complex financial decisions with confidence and clarity.
About
our company
At The Grimm Group, we blend years of industry experience with innovative strategies to guide our clients to financial success. Our commitment to excellence and integrity ensures that every decision we make is in the best interest of those we serve.
