Ellen Masters is a registered investment advisor at Greenwood Gearhart, LLC, based in Fayetteville, AR, with 2 years of industry experience. Ellen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,036 clients with $1.6B 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 $1.0M | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.25% |
The value of any private investment may be subject to an annual asset-based fee. Depending on the particular private investment, this fee may be assessed at the client’s standard asset-based fee rate, or the client may be assessed a distinct annual private investment fee ranging from 0.25% – 2.00% of the value of the private investment. GG may charge a lesser investment management fee based upon certain criteria. Family portfolios may be bundled for fee calculation purposes at the discretion of GG.
Fee Estimator
Location
26 E Center St, Fayetteville, AR, 72701-4278
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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.
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Ellen owns Masters Financial, where she performs bookkeeping and accounting services for small businesses and non-profits. She also serves as Director of Finance for a non-profit organization, dedicating a few hours per week to these activities.
Employment History
Current Registrations
Greenwood Gearhart, LLC
Previous Registrations
Masters Financial
Mach-1 Financial Group, LLC
State Registrations2 states
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.