GreenPort Capital Advisors offers comprehensive financial planning and consulting services, along with investment portfolio management. They gather data to understand your goals, time horizon, and risk tolerance, then develop advice consistent with your investment policy. GreenPort seeks good risk-adjusted returns with a long-term perspective, using diversified portfolios and managing investment costs. You can specify restrictions on your investments.
Assets Under Management$92M
Clients56
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$46M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $8.0M | 0.75% |
| $8M+ | 0.50% |
Fees may be modified in certain circumstances based upon individual circumstances and the complexity of services required.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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