Green View Advisors is an independent registered investment advisor founded in 2009 by Christopher Rhim, who serves as the sole owner and advisor. Operating out of Chevy Chase, Maryland, the firm provides three main services: investment management, comprehensive financial planning and counseling, and specialized divorce financial analysis. Green View Advisors creates personalized investment portfolios based on each client's goals and risk tolerance, utilizing stocks, mutual funds, exchange-traded funds, bonds, and other traditional securities. Clients who hire Green View Advisors to manage their investments receive ongoing financial planning advice at no additional charge. For clients seeking standalone guidance, the firm offers project-based financial planning and hourly consulting on specific topics such as retirement readiness, cash flow, taxes, employee benefits, and divorce settlements. The firm manages all client accounts on a discretionary basis, meaning Green View Advisors makes day-to-day trading decisions on the client's behalf.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.38% |
| $100K - $900K | 0.25% |
| $900K - $1.5M | 0.23% |
| $1.5M - $2.0M | 0.20% |
| $2.0M - $5.0M | 0.17% |
| $5.0M - $10.0M | 0.15% |
| $10M+ | 0.13% |
Subject to a $300 minimum fee per quarter ($1,200 annually). Fees are negotiable, and the firm may adjust fees under extenuating circumstances such as client hardship.
