Lisa Green is a registered investment advisor at Sunpointe Investments, based in Bryn Mawr, PA, with 10 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 309 clients with $790M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sunpointe charges a percentage of your portfolio each year for investment management services, up to 1.50%. They also offer investment consulting services for a fixed annual fee ranging from $20,000 to $600,000, charged quarterly. Fees may be negotiable. If Sunpointe recommends an independent investment manager, the total fee will not exceed 2.00% annually.
Location
Bryn Mawr, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lisa is a financial analyst for RDA Ventures, LLC, a family office, assisting with investment portfolio management since 2004. This takes a few hours per week during trading hours.
Employment History
Current Registrations
Sunpointe Investments
Previous Registrations
Credit Suisse First Boston
Donaldson Lufkin & Jenrette Securities Corporation
State Registrations1 state
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