Green Trail Investments provides financial planning and investment management services. Green Trail helps clients with cash flow, college planning, retirement planning, tax planning, and estate planning. Green Trail offers both discretionary and non-discretionary asset management services. Investment advice is provided, with the client making the final decision on investment selection.
Assets Under Management$25M
Clients41
Advisors1
Avg. per Client$620K
Avg. per Advisor$25M
Fee Structure
Investment management only (planning not offered)
Green Trail Investments offers investment management services for a fee based on the value of your portfolio or a negotiable flat annual fee. The annual fee will not exceed 2.0%. Accounts within the same household may be combined for a reduced fee. Fees are billed quarterly in advance.
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