Craig Greenwald is a registered investment advisor at Balcony Partners, LLC, based in East Hampton, NY, with 5 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 1.50% |
| $50M+ | 1.25% |
Fees are negotiable. In some instances, performance-based fees are also charged (typically 20% of net annual performance, subject to a high-water mark). Clients that pay performance-based fees are charged the same fees based on assets under management as those clients who are not charged performance-based fees.
Fee Estimator
Location
East Hampton, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Balcony Partners, LLC
Previous Registrations
Clean Energy Asset Management, LLC
State Registrations1 state
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