Sally Tomlinson
Sally Tomlinson is a registered investment advisor at Green Vista Asset Management LLC, based in Winter Park, FL, with 6 years of industry experience. Sally operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 53 clients with $14M 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 $10.0M | 1.50% |
| $10.0M - $25.0M | 1.00% |
| $25.0M - $50.0M | 0.85% |
| $50M+ | 0.75% |
All fees are negotiable.
Fee Estimator
Location
222 N. Park Avenue, Winter Park, FL, 32789
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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 Activities
Sally dedicates about 10-20% of her time to Green Vista Asset Management as an investment adviser.
Employment History
Current Registrations
Green Vista Asset Management LLC
Green Vista Capital, LLCBroker
State Registrations2 states
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