Our Services

Welcome to Growvid, your trusted partner in building wealth through smart and strategic investment decisions. We offer a comprehensive range of services tailored to meet the unique financial goals of our clients. Whether you are a seasoned investor or new to the world of finance, our experienced team is here to guide you every step of the way. Below is an overview of our premier investment services designed to help you achieve financial success.

Investment Advisory Services

Our Investment Advisory Services provide personalized advice to help you make informed decisions about your investment portfolio. Our experts analyze market trends, economic conditions, and your individual financial situation to create a customized investment strategy that aligns with your goals.

Service Features:

• One-on-one consultation with an experienced investment advisor
• Customized investment strategies tailored to your financial goals
• Regular portfolio reviews and performance analysis
• Access to exclusive market research and insights

Pricing:

Our investment advisory services are available for a flat fee of $1,200 per year or on an hourly basis at $200 per hour.

Portfolio Management

At Growvid, we provide high-quality portfolio management services to help you build and maintain a diverse investment portfolio. Our goal is to maximize returns while managing risk according to your personal risk tolerance.

Service Features:

• Comprehensive investment management across a broad range of asset classes
• Dynamic asset allocation based on market conditions
• Rebalancing of portfolios as needed to maintain optimal investment alignment
• Integrated risk management strategies to minimize downside exposure

Pricing:

Our portfolio management services are charged as a percentage of assets under management (AUM). We offer competitive rates starting at 1% for the first $1,000,000 managed, with tiered pricing structures for larger portfolios.

Retirement Planning

Planning for retirement is crucial for securing your financial future. Our retirement planning services help you create a robust plan to ensure you can live comfortably in your golden years. We take into consideration your desired lifestyle, expected expenses, and potential income sources.

Service Features:

• Personalized retirement income planning
• Analysis of various retirement accounts (401(k), IRA, etc.)
• Strategies to minimize taxes on retirement distributions
• Ongoing monitoring and adjustments to your retirement plan as needed

Pricing:

We offer a comprehensive retirement planning service for a one-time fee of $2,000 or a subscription model starting at $300 per month for ongoing support.

Wealth Management

Our Wealth Management services provide a holistic approach to managing your finances, integrating investment strategies with estate planning, tax strategies, and other financial needs. We aim to grow your wealth sustainably over time.

Service Features:

• Comprehensive financial planning and investment management
• Collaboration with estate planning and tax professionals
• Long-term investment strategies to preserve and grow wealth
• Regular strategy meetings to adjust plans based on life changes

Pricing:

Wealth Management services start at a management fee of 1% of AUM, with minimum fees of $5,000 per year.

Education and Workshops

At Growvid, we believe that knowledge is power. We offer investment education workshops for individuals and groups to help enhance your understanding of the financial markets and investment strategies.

Service Features:

• Workshops on introductory investing, advanced strategies, and market analysis
• Customized educational content for corporate clients and organizations
• Resources and materials for participants to continue their learning journey
• Access to online seminars and recorded sessions for ongoing education

Pricing:

Our workshops are available at a price of $150 per participant, with discounts for larger groups and corporate clients.

Tax Optimization Services

Our Tax Optimization Services focus on ensuring that your investment decisions are tax-efficient to help you retain the maximum amount of your earnings. We work closely with tax professionals to provide comprehensive solutions tailored to your unique financial situation.

Service Features:

• Tax-efficient investment strategies
• Analysis of investment income and capital gains
• Review of tax-efficient withdrawals and retirement account distributions
• Ongoing guidance on tax law changes and implications for your investments

Pricing:

Tax optimization consultations are charged at $250 per hour, or we can bundle this service with our financial planning package for a total fee of $1,500.

Estate Planning

Estate Planning is a crucial component of wealth management. Our team will work with you to create an effective estate plan ensuring your assets are distributed according to your wishes while minimizing tax burdens on your heirs.

Service Features:

• Creation of wills and trusts to direct asset distribution
• Strategies for minimizing estate taxes
• Review of beneficiary designations and account structures
• Coordination with your legal advisors for seamless execution

Pricing:

Estate planning services start at $1,500 for basic estate plans and can increase based on the complexity of the estate.

Corporate Investment Services

For businesses looking to manage their investments and optimize their financial health, Growvid offers specialized corporate investment services. We simplify the process of managing excess cash, retirement funds, and other financial assets.

Service Features:

• Investment management for employee retirement plans
• Strategies for managing corporate cash reserves
• Risk assessment and financial planning tailored for business needs
• Regular performance reporting and investment recommendations

Pricing:

Corporate investment services are contingent on the assets managed, starting at 0.9% of AUM, with a minimum annual fee of $3,000.

Conclusion

At Growvid, we are dedicated to helping you grow your wealth through informed investment strategies and comprehensive financial planning. Our diverse range of services is designed to cater to your unique needs, whether you are an individual or a corporation. With our expert team by your side, you can feel confident in your financial decisions and focus on achieving your long-term goals.

Let us partner with you to transform your financial aspirations into reality. Contact us today to learn more about our services and how we can assist you in your investment journey.