Greater Than Financial (GTF) manages investment portfolios and provides financial planning services. GTF works with clients to create personalized investment plans based on their goals, risk tolerance, and financial situation. GTF also offers financial planning services covering retirement, risk management, college savings, cash flow, debt management, and estate planning. GTF uses Betterment Institutional as a third-party platform for some client accounts.
Assets Under Management$64M
Clients163
Advisors2
Avg. per Client$390K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.5M | 0.50% |
| $2.5M - $5.0M | 0.40% |
| $5M+ | 0.30% |
Households are charged a flat rate based on the total asset value. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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