GreenRock Advisory is a fee-only investment advisory firm that manages investment portfolios based on clients' objectives, risk tolerance, and financial status. GreenRock Advisory may also provide financial planning guidance and services for employer-sponsored plans. Investment portfolios are customized based on individual client needs.
Assets Under Management$49M
Clients48
Advisors1
Avg. per Client$1M
Avg. per Advisor$49M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $750K | 1.50% |
| $750K - $5.0M | 1.25% |
| $5M+ | 1.10% |
AUM fees are negotiable. Maximum AUM Fee Schedule for retirement accounts managed outside of Schwab (e.g. 401k, 403B) is 1.25%. AUM fees do not include any financial planning services. GreenRock Advisory LLC may provide financial planning advice for clients with which we have investment supervisory responsibility for no additional fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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