Greenleaf Financial Group provides investment management and financial planning services on a fee-only basis. They work primarily with families and individuals, but also serve trusts, small businesses, and not-for-profit institutions. Greenleaf offers ongoing, customized portfolio management and financial planning services, advising clients on various financial decisions like Social Security, retirement withdrawals, and tax deductions.
Assets Under Management$160M
Clients119
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$78M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$4,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K+ | 0.50% |
After two years, clients with over $1 million in assets will be charged a flat 0.50% annually. Clients with over $2 million will be charged 0.45% annually, and clients with over $3 million will be charged 0.40% annually. Further reductions may be offered for assets above $4 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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