Harold Green
Harold Green is a registered investment advisor at Brightree Wealth Management, LLC, based in Las Vegas, NV, with 8 years of industry experience. Harold operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 219 clients with $110M 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 $100K | 2.41% |
| $100K - $249K | 2.31% |
| $249K - $500K | 2.21% |
| $500K - $750K | 2.11% |
| $750K - $1000K | 2.01% |
| $1000K - $2.0M | 1.95% |
| $2.0M - $3.0M | 1.85% |
| $3M+ | 1.10% |
Schedule is for retirement planning and wealth management. For pension planning and advising services, the annual fee ranges from 2.00% on amounts under $100,000 to a negotiable rate on amounts over $3,000,000. Sub-Advisory Services are also offered with a different fee schedule. Total fees charged by our firm will not exceed 3% of assets under management.
Fee Estimator
Location
Las Vegas, NV
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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 →Other Business ActivitiesSells Insurance
Harold is the founder of Fresh Start Financial, LLC, which also provides college funding services, dedicating a few hours per week. Additionally, Harold may receive compensation from insurance carriers for selling fixed products like annuities, life insurance, long-term care, and Medicare Supplements, spending a few hours per week on this.
Employment History
Current Registrations
Brightree Wealth Management, LLC
Previous Registrations
Guardian Pointe Private Wealth Management, LLC
State Registrations3 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.