Matthew Patten Grow
Advisor at Grow Rasmussen Consulting LLC — Boise, ID
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
23 years
Location
Boise, ID 83713
Grow Rasmussen Consulting LLC
Team
Total advisors
5Clients per advisor
21 Very LowAvg AUM per client
$416,829 Very LowHNW client ratio
34% TypicalMatthew Grow is a financial advisor at Grow Rasmussen Consulting LLC in Boise, ID, holding a Series 65 credential with 23 years of industry experience. He is also a CPA and partner at Grow Rasmussen LLP, a full-service accounting firm he has been involved with since 2001. Grow Rasmussen Consulting provides personalized financial planning and investment management services to individuals, trusts, small businesses, and charitable organizations. The firm utilizes a strategic asset allocation approach with portfolios primarily composed of no-load mutual funds and ETFs, and its advisory personnel include licensed CPAs who also provide accounting services.
$0 - $250,000: 1.50% $250,000 - $1,000,000: 1.25% $1,000,000 - $2,000,000: 1.00% $2,000,000+: Negotiable
Commissions on annuities and insurance products ranging from 2% to 4% of premiums placed
Minimum fee: Fee negotiable over $2,000,000; minimum fee may be waived or reduced based on criteria
Boise, ID
12550 W Explorer Drive, #275
Boise ID 83713
Advisors at this office
5
Idaho · Utah
23 years of industry experience
Grow Rasmussen Consulting LLC
2003 - Present • 23 years
Boise, ID
Grow Rasmussen LLP
2001 - Present • 25 years
Boise, ID
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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