Greenwood Capital Associates, LLC is an investment advisory firm managing over $1.77 billion in assets. Greenwood Capital offers a full range of services including personalized investment management, comprehensive financial planning, retirement advice, and institutional investment strategies. Private client advisors help individuals and families navigate retirement planning, investments, taxes, and estate considerations. Greenwood Capital tailors portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, and alternative investments, taking into account each client's specific risk tolerance, timeline, and personal values. Financial planning services are generally tailored for clients with a net worth over $1 million, though standalone planning is available for a one-time fee.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard fee is 1% of assets under management. Fees and account minimums are negotiable based on account size and complexity. Accounts managed on the Pontera platform receive a 40% discount on the standard fee. Minimum quarterly fee of $150 applies.