Steven Poirier is a registered investment advisor at Greenrock Asset Management LLC, based in seattle, WA, with 9 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 23 clients with $5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GreenRock Asset Management's (GRAM) standard fee schedule for managing your investments is 1.0% annually for qualified clients and 1.5% annually for non-qualified clients with accounts holding less than $999,999. Qualified clients may also be subject to an annual performance fee of 23% of new net profits above a benchmark. Hourly consultative agreements are also available at $250/hour.
Location
110 Lakeside Ave, Suite I, seattle, WA, 98122
Get directionsHistory
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
Greenrock Asset Management LLC
Previous Registrations
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.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.