Elizabeth Glenshaw is a registered investment advisor at Clean Yield Asset Management, based in Norwich, VT, with 15 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Socially Responsible Investing. Their firm serves 257 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clean Yield Asset Management charges a percentage of your account's market value each year. The exact percentage depends on the type of account (equity or balanced) and the amount you have invested.
For clients who contracted after June 30, 2010:
- First $2,000,000 — 1.00% per year
- Next $3,000,000 — 0.75% per year
- Next $5,000,000 — 0.60% per year
- Above — Negotiated
For clients who contracted prior to June 30, 2010, the fees are different for equity and balanced accounts. These rates may be negotiated for lower fees. In very limited instances, when a client does not want his or her account actively invested, but instead held in cash for a period of time, Clean Yield will charge a flat fee of $500/year.
Location
16 Beaver Meadow Rd, Norwich, VT, 05055
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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 →Other Business Activities
Elizabeth sits on the Vermont Public Radio Board and chairs their investment committee. This activity is not investment-related.
Employment History
Current Registrations
Clean Yield Asset Management
State Registrations5 states
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