Hadrick Green is a registered investment advisor at Brightree Wealth Management, LLC, based in Amesbury, MA, with 1 years of industry experience. Hadrick 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
104 Whitehall Road, Apt. 3, Amesbury, MA, 01913
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Brightree Wealth Management, LLC
State Registrations2 states
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