Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $900K | 1.00% |
| $900K - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Subject to $300 minimum per quarter. Under no circumstances will the minimum fee exceed 2% of assets under management. Fees are negotiable.
Fee Estimator
Contact
Christopher Rhim
Location
Chevy Chase, MD
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Green View Advisors LLC
Previous Registrations
Burt Associates, Incorporated
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
We work closely with clients to help them achieve their financial goals. We take a holistic approach in fully understanding our clients. GVA has worked with corporate benefits, divorced individuals and people interested in common sense approaches to planning.