GreenPort Capital Advisors provides personalized investment and financial management services, including comprehensive financial planning, consulting, and discretionary management of investment portfolios. GreenPort Capital Advisors focuses on building diversified portfolios tailored to each client's goals, time horizon, and risk tolerance while paying careful attention to managing investing costs and tax implications. GreenPort Capital Advisors serves individuals, high-net-worth families, trusts, estates, and charitable entities, requiring a minimum relationship size of $1,000,000 in managed assets.
Assets Under Management$120M
Clients68
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$60M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
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 on individual circumstances and complexity.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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