Investment Series  | Financial Planning  |

 Free Services 

|  Support  |  Home 
  Portfolio Review |  The Advisor Account  |  The Select Account  |  The Advantage Account 

 

Grogan Advisory Services, Your Financial Advisors


Lifetime Investment Series

You've spent a lifetime making Conscious Choices about your life and career, shouldn't you do the same with your assets?

At Grogan Advisory Services we will work with you to manage your retirement and individual accounts, including 401k's , IRA's, 403b's and Roth IRA's, to make your money work as hard for you as you worked for it.

  • Industry First
    • Regardless of your asset size, you will receive investment services like that of a millionaire.
  • Cooperative Investment Advice
    • Unlike many investment programs, Grogan Advisory Services works with you on investment decisions. We do not assume discretionary control of your money.
  • Lifetime Service
    • Coupled with our financial planning services, Grogan Advisory Services can assist you through all of life's stages.

Lifetime Investment Series


The Advisor Account**

Get your investment strategy off to the right start with the Advisor Account.

Asset Size - $99,999 or less

  • Dedicated Investment Advisor
  • Single Professional Money Manager to manage your assets
  • Custom Portfolio Design to pursue your intended needs and goals
  • Automatic Rebalancing to keep your portfolio on track
  • Annual Portfolio Performance Review
  • 50% off on all Financial Plans offered by Grogan Advisory Services
  • Internet Account Access

The Select Account**

Develop strategies to manage your assets towards goals and time frames with the Select Account.

Asset Size - $100,000 - $500,000

Management Fees - 1.25% - 2.0% Maximum

  • Dedicated Investment Advisor
  • Active Asset Management
  • Customized Portfolio Design
  • NAV Purchases of mutual funds
  • Over 11,000 mutual funds available
  • Unlimited Stock Selections (free guidence provided on stocks)
  • Semi-Annual Portfolio Performance Reviews
  • 25% off on all Financial Plans offered by Grogan Advisory Services (Lifetime reviews for free)

The Advantage Account**

You're close to your goals and now it's time to establish tax efficient asset management strategies with the Advantage Account.

Asset Size - $500,000 - $1,000,000 or more

Management Fees

0.95% - 1.25% on the first million
Negotiable for $1,000,000 or more
  • Dedicated Investment Advisor Group
  • Active Asset Management
  • Customized Portfolio Design
  • NAV Purchases of mutual funds
  • Over 11,000 mutual funds available
  • Unlimited Stock selections (free guidance provided on stocks)
  • Quarterly Portfolio Performance Reviews
  • Free Life Financial Plan or Estate Financial Plan (Lifetime reviews for free)

These programs are available for immediate family as well.
Assets will be grouped as a family to receive larger discounts.

 

Fees are based on asset size and asset allocations. The average mutual fund expense ratio is 1.50% (Fool.com 12.18.09).
**Grogan Advisory Services will not assume discretionary control of your assets. Grogan Advisory Services works with our clients on all investment selections and decisions.

 

Fee based advisory services offered through Grogan Advisory Services, LLC., a registered investment advisor.

Non qualified withdrawals are subject to federal and state income tax and a 10% penalty.

The federal tax treatment of 529 Plans under the Economic and Tax Reconciliation Act of 2001 will expire after December 31, 2010 unless Congress extends the law.

Privacy Policy

Grogan Advisory Services
Private Wealth Management
1211 East Jackson Boulevard, Suite 3
Jonesborough, TN 37659

423.926.6862 or 518.899.6090