Blair Greenwood
Blair Greenwood is a CFP-designated registered investment advisor at Awaken Wealth Partners LLC, based in Houston, TX, with 10 years of industry experience. Blair operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 417 clients with $240M 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 - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.78% |
| $10M+ | 0.78% |
Fees for accounts over $10,000,000 are negotiable. The rate for the highest tier achieved applies to all managed assets.
Fee Estimator
Location
19450 Tomball Parkway, Suite 150, Houston, TX, 77070
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 →Other Business ActivitiesSells Insurance
Blair spends about 10% of their time on insurance sales. Blair also coaches volleyball at Baylor University, provides private volleyball lessons, and coaches volleyball clinics for a local high school.
Employment History
Current Registrations
Awaken Wealth Partners LLC
Previous Registrations
Thrivent Advisor Network, LLC
Thrivent Investment Management INC.
Thrivent Investment Management 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.
Exams
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