Greenbush Financial Group, LLC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Greenbush Financial Group provides personalized investment advice, including financial plans, investment consultations, retirement plan services, and asset management. Financial planning covers estate, investment, insurance, retirement, and education planning. Greenbush also offers investment consulting services for specific financial concerns. They specialize in employer-sponsored retirement plans.
Assets Under Management$620M
Clients800
Advisors4
Avg. per Client$770K
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Greenbush Financial Group manages investments for a fee based on a percentage of the value of your portfolio, ranging from 0.1% to 1.5% per year. The exact percentage depends on the amount you invest, the complexity of your investments, and your overall relationship with Greenbush. Financial planning is included with this service.
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