Green View Advisors LLC
Assets Under Management
$21.6M
Number of Clients
16
Number of Advisors
1
Avg. Portfolio per Client
$1.3M
Avg. Managed per Advisor
$21.6M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Green View Advisors, led by Christopher Rhim, provides investment management, financial planning, and divorce financial analysis. Investment management involves investing client money based on their goals and risk tolerance. Financial planning covers cash flow, taxes, retirement, and estate planning. Divorce financial analysis forecasts the long-term impact of divorce settlements. Investment management clients receive ongoing financial planning at no additional cost.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $900K | 1.00% |
| $900K - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Subject to $300 minimum per quarter. Under no circumstances will the minimum fee exceed 2% of assets under management. Fees are negotiable.
Fee Estimator
Areas of Practice
Location
MD, United States
