Daniel Goldstein is a registered investment advisor at Green Road Management LLC, based in Carrollton, TX, with 5 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10 clients with $1.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Green Road Management offers two fee options:
- Assets Under Management: GRM charges 2% of the value of your portfolio per year, billed quarterly.
- Performance Fee: For qualified clients (those with $1 million invested with GRM or $2.1 million in net worth excluding their primary residence), GRM charges 20% of the increase above the S&P 500, charged quarterly. No fee is charged if the portfolio's performance does not beat the S&P 500.
Location
1022 Hunters Creek Dr, Carrollton, TX, 75007
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is the President of Axelby LLC, a software and business management consulting firm. He spends nearly full-time working there.
Employment History
Current Registrations
Green Road Management LLC
State Registrations1 state
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