Greene Wealth Management (GWM) offers financial planning, consulting, and investment management services to individuals, trusts, businesses, retirement plans, and charitable organizations. GWM manages investments using independent managers, mutual funds, exchange traded funds (ETFs), and individual securities. GWM tailors its services to each client's needs and objectives. Clients are responsible for notifying GWM of any changes to their financial situation or investment goals.
Assets Under Management$1.2B
Clients395
Advisors4
Avg. per Client$3M
Avg. per Advisor$300M
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Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.65% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $6.0M | 0.50% |
| $6.0M - $7.0M | 0.45% |
| $7.0M - $8.0M | 0.40% |
| $8.0M - $9.0M | 0.38% |
| $9.0M - $10.0M | 0.35% |
| $10.0M - $11.0M | 0.32% |
| $11.0M - $12.0M | 0.30% |
| $12.0M - $13.0M | 0.28% |
| $13.0M - $14.0M | 0.26% |
| $14.0M - $15.0M | 0.24% |
| $15.0M - $17.0M | 0.23% |
| $17.0M - $19.0M | 0.22% |
| $19.0M - $20.0M | 0.21% |
| $20M+ | 0.20% |
GWM may negotiate to waive its stated account minimum or charge a lesser management fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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