Greenline Partners offers portfolio and asset management services, along with investment consulting. Services are tailored to each client's goals, risk tolerance, and cash flow needs, considering tax efficiency and other individual limitations. Greenline manages investments through separate client accounts and does not act as a broker-dealer.
Assets Under Management$1.4B
Clients59
Advisors3
Avg. per Client$24M
Avg. per Advisor$470M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Fees are negotiable and depend on client-specific factors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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