Green Financial Management provides investment management services to help clients grow their financial assets over the long term. Green Financial also offers retirement planning and insurance-related services when requested by a client. Green Financial manages client accounts with the authority to make investment decisions without prior approval, subject to any client restrictions.
Assets Under Management$55M
Clients137
Advisors1
Avg. per Client$400K
Avg. per Advisor$55M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable for accounts over $1,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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