Greenwich Financial Advisors (GFA) offers investment advice and financial planning to individuals, families, and businesses. GFA helps clients meet their financial goals through investment management and financial consulting. They create investment plans using various securities, including exchange-traded funds, mutual funds, and individual stocks and bonds. GFA also provides financial planning services covering areas like retirement, estate, tax, and education planning. Implementation of recommendations is at the client's discretion.
Assets Under Management$34M
Clients44
Advisors2
Avg. per Client$780K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $6.0M | 0.60% |
| $6M+ | 0.60% |
Fees negotiable for accounts over $6,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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