Matthew Lowe is a CFA, CFP-designated registered investment advisor at Greene Wealth Management, LLC, based in Seattle, WA, with 11 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 395 clients with $1.2B 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 $1000K | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.65% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $6.0M | 0.50% |
| $6.0M - $7.0M | 0.45% |
| $7.0M - $8.0M | 0.40% |
| $8.0M - $9.0M | 0.38% |
| $9.0M - $10.0M | 0.35% |
| $10.0M - $11.0M | 0.32% |
| $11.0M - $12.0M | 0.30% |
| $12.0M - $13.0M | 0.28% |
| $13.0M - $14.0M | 0.26% |
| $14.0M - $15.0M | 0.24% |
| $15.0M - $17.0M | 0.23% |
| $17.0M - $19.0M | 0.22% |
| $19.0M - $20.0M | 0.21% |
| $20M+ | 0.20% |
GWM may negotiate to waive its stated account minimum or charge a lesser management fee based upon certain criteria.
Fee Estimator
Location
1301 5th Avenue, Suite 3410, Seattle, WA, 98101-2630
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Greene Wealth Management, LLC
State Registrations1 state
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