Green Drake Advisors offers consulting and investment management services to individuals, families, trusts, and other organizations. Green Drake manages investments on a discretionary basis, meaning they make changes to client accounts without specific approval. They also offer consulting services covering various financial topics. Green Drake may recommend other professionals for implementation purposes, but clients are not obligated to use them.
Assets Under Management$8.9M
Clients19
Advisors1
Avg. per Client$470K
Avg. per Advisor$8.9M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and may be higher or lower than the stated range (0.50% to 1.50%) based on the nature of the account. Factors affecting fee percentages include the size of the account, complexity of asset structures, and other factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...