Dp Grow LLC

DP Grow, LLC is a registered investment adviser based in Richmond, VA, established in February 2020 and registered with the SEC in May 2020. The firm offers discretionary and non-discretionary investment advisory services on a fee basis, with fees based on a percentage of assets under management. They also provide financial planning and consulting services, with fees ranging from $800 to $1200, depending on complexity. DP Grow does not serve as an attorney or accountant and may recommend other professionals for implementation purposes. The firm specializes in providing services to individuals, high net worth individuals, business entities, trusts, estates, and retirement plans. Clients have the option to engage the firm for ERISA and 401(k) investment advisory services. DP Grow may engage sub-advisers to assist with managing client accounts, with sub-advisory fees paid by the firm. The firm does not accept performance-based fees and does not engage in side-by-side management. Clients have the option to direct brokerage, and the firm generally recommends Charles Schwab as the broker-dealer/custodian. DP Grow does not vote client proxies and does not receive compensation for recommending other investment advisers. The firm maintains limited custody due to directly deducting fees from client accounts. Clients are encouraged to review their accounts annually, and the firm does not produce regular client reports. DP Grow's Chief Compliance Officer, Dennis Tender, is available to address any client questions or concerns.