Greenport Financial Advisers offers customized portfolio management and advisory consulting services tailored to each client's individual needs and objectives. Operating since 1989 and based in North Canton, Ohio, Greenport Financial Advisers constructs portfolios using private money managers, mutual funds, exchange-traded funds, fixed income, and alternative investments. The firm provides both discretionary management, where Greenport Financial Advisers makes trades on your behalf without prior approval, and non-discretionary management, where your approval is required before any trades are executed. In addition to investment management, Greenport Financial Advisers provides advisory consulting on specific financial topics such as retirement planning, risk management, education funding, investment planning, and estate planning, as well as consulting services for employee benefit plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are billed quarterly in advance and may be negotiable in limited situations based on individual circumstances.