Greene & Company Financial Services LLC offers investment advice and portfolio management services. The firm tailors its advice to clients' needs, recommending investments based on their goals, such as maximizing income or pursuing growth in the stock market. Greene & Company manages client assets on a discretionary basis.
Assets Under Management$8.8M
Clients69
Advisors1
Avg. per Client$130K
Avg. per Advisor$8.8M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K+ | 1.00% |
Fees are negotiable. In no circumstances will the annual fee exceed 2%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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