Greenwich Advisors offers investment advice tailored to clients' needs, including discretionary and non-discretionary portfolio management. They also provide financial planning services, ranging from broad-based to single-subject planning, based on individual needs and goals. Greenwich Advisors primarily advises on United States government securities, equity securities, and mutual fund shares.
Assets Under Management$160M
Clients89
Advisors4
Avg. per Client$1.8M
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fees are negotiable depending on individual client circumstances. Fixed fees are also offered and are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...