Mary Green is a CFP-designated registered investment advisor at Abacus Planning Group, INC., based in Greenville, SC, with 26 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 328 clients with $2.2B 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 $2.0M | 1.00% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Schedule reflects the 'Investment Only' tier. Combined Investment Advisory and Financial Planning ranges from 0.60% to 1.00% for the first $2M. An additional 0.10% fee applies if assets are custodied outside of Charles Schwab. Fees are negotiable.
Fee Estimator
Contact
Mary Green
Location
115 E. Camperdown Way, Greenville, SC, 29601
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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 →Employment History
Current Registrations
Abacus Planning Group, INC.
Previous Registrations
Beckwith Financial Advisors, INC.
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.
Exams
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