Groundwork Wealth Management, LLC

Groundwork Wealth Management, LLC is a financial advisory firm established in 2014, based in Downingtown, PA. The firm specializes in providing investment advisory services to individuals and other clients. As a fiduciary, Groundwork Wealth Management always acts in the best interest of its clients. The firm offers Comprehensive Portfolio Management services, including asset management, financial planning, and consulting. Clients can expect a diverse range of investment options, such as individual stocks, bonds, ETFs, options, mutual funds, and other securities. The firm charges a maximum annual fee of 1.00% for its Comprehensive Portfolio Management service, billed monthly based on the account value. Clients may also attend educational seminars covering various financial topics for a fee of up to $500. Groundwork Wealth Management does not charge performance-based fees and does not engage in commissionable securities sales in advisory accounts. Clients have the option to grant investment discretion to the firm, allowing it to execute transactions on their behalf. The firm does not have custody of client funds or securities, and clients receive quarterly account statements directly from the custodian. Groundwork Wealth Management follows a strict Code of Ethics, ensuring fair and full disclosure of material facts and acting with the highest ethical standards. Clients can request a copy of the firm's Code of Ethics and proxy voting policies for transparency.