Greenrock Wealth Management offers ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizon. Greenrock Wealth Management requests authority to make trades without asking first. Greenrock Wealth Management manages investments for individuals, high net worth individuals, and corporations.
Assets Under Management$36M
Clients95
Advisors1
Avg. per Client$370K
Avg. per Advisor$36M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.30% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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