Greenwood Gearhart (GG) offers investment management, portfolio management, financial planning, and family office services to individuals, defined contribution plans, charitable institutions, and trusts. GG manages investments directly or allocates them to separately managed accounts (SMAs), monitoring the SMA manager's performance. Family office services include estate planning and personal tax coordination, provided by third-party professionals. GG does not sell financial products or accept commissions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.25% |
The value of any private investment may be subject to an annual asset-based fee. Depending on the particular private investment, this fee may be assessed at the client’s standard asset-based fee rate, or the client may be assessed a distinct annual private investment fee ranging from 0.25% – 2.00% of the value of the private investment. GG may charge a lesser investment management fee based upon certain criteria. Family portfolios may be bundled for fee calculation purposes at the discretion of GG.