Greenrock Research is a consulting firm that provides portfolio solutions for registered investment advisors. Greenrock offers services such as selecting and monitoring investments and managers, active investment portfolio management as a sub-advisor, producing research and reports, and individual consultations for investment advice. Greenrock tailors its advisory services to the individual needs of financial planning and investment manager firms.
Assets Under Management$850M
Clients30
Advisors4
Avg. per Client$28M
Avg. per Advisor$210M
www.greenrockresearch.com ·www.linkedin.com/company/greenrock-research ·www.youtube.com/channel/ucjqvlgzfkypwda8sj2kabkw
Fee Structure
Investment management only (planning not offered)
Greenrock Research offers active portfolio management services to financial planning and investment management firms, acting as a sub-advisor to manage portfolios. The fee for this service is 0.20% of the value of the investments in the account each year. This includes administrative services.
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