Grosse Point Capital Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 21, 2024. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$10,000

“Our Financial Planning fee is $2,500 to $10,000 for a financial plan on a stand-alone basis.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Grosse Point Capital Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “All fees will be supported by an invoice to the client itemizing the fee.”
• “Our financial planning and consulting fees are billed separately as unique services.”
• “Grosse Point Capital Management does not require that our clients pay our fees in advance.”

How Grosse Point Capital Management’s fees compare

• Its flat or project fee of $2,500-$10,000 spans the Illinois median of $4,500. 68% of the 175 other Illinois planners that publish a flat or project fee charge less.
• 2 of the 3 other planners in Evanston that publish a flat or project fee charge less.

About Grosse Point Capital Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and ChFC®.
• Registered as an adviser: 2020 (6 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

11

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$1,465,391

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

310057

Website

grossept.com (opens in new tab)

Phone

(847) 550-7100

Other planners in Evanston that publish fees

• Blue Sky Investment Partners, Inc.Evanston$1,500⁠-⁠$2,500
• Defender Asset Management LLCEvanston$125/hr, $1,500⁠-⁠$30,000
• Pinnacle Planning Advisors, LLCEvanston$350/hr, $800⁠-⁠$3,000
• 15 Wealth Advisors LLCMundelein$250⁠-⁠$10,000/yr
• 1ST Advantage Financial Advisers, LLCLombard$200/hr
• Alo Financial PlanningMount Prospect$3,000

Compare all 7 planners in Evanston