Greenfield Financial Services offers ongoing investment management based on each client's goals, risk tolerance, and time horizon. They create an investment policy statement for each client and construct a plan to aid in selecting a portfolio that matches their specific situation. They generally limit their money management to mutual funds, equities, bonds, fixed income, ETFs, insurance products including annuities, and government securities.
Assets Under Management$2.5M
Clients11
Advisors1
Avg. per Client$230K
Avg. per Advisor$2.5M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.60% |
| $2M+ | 1.00% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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