Troy Green
Troy Green is a registered investment advisor at T Green Wealth Advisors LLC, based in Grove City, OH, with 22 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 44 clients with $2.5M in assets under 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 $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.85% |
Fees are generally negotiable.
Fee Estimator
Location
Grove City, OH
Get directionsHistory
Regulatory History (5)
Customer Dispute
April 2019Customer Dispute
January 2014Customer Dispute
September 2010Customer Dispute
January 2009Customer Dispute
July 2008Other Business ActivitiesSells Insurance
Troy is the Patrol Director for Mad River Mountain Ski Patrol, a non-profit organization, dedicating about 10-20% of his time. Troy is also a licensed insurance agent, spending about 10% of his time in that practice and offering those services to clients.
Employment History
Current Registrations
T Green Wealth Advisors LLC
Previous Registrations
The Huntington Investment Company
The Huntington Investment CompanyBroker
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Banc One Securities Corporation
Banc One Securities CorporationBroker
Park Avenue Securities LLCBroker
UBS Painewebber INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations1 state
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.