Greenbelt Investment Advisors (GIA) offers asset management services where they determine investment goals, risk tolerance, and create investment strategies. GIA also offers financial planning services, including preparing financial plans or account reviews based on individual financial objectives. GIA also offers services to retirement plans, acting as a limited scope advisor.
Assets Under Management$170M
Clients156
Advisors5
Avg. per Client$1.1M
Avg. per Advisor$33M
Fee Structure
Minimum Investment:$25K
Greenbelt Investment Advisors' asset management fees are detailed in the Wrap Fee Program Brochure. For plans custodied with the plan provider, the annual fees are based on the market value of the included assets and shall not exceed 1.50%.
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