Green Horizon Capital Management provides investment advice and manages portfolios for individual clients, focusing on publicly traded stocks. Before investing, Green Horizon discusses your financial situation to understand your risk tolerance and investment goals. They then create a portfolio strategy based on your individual profile. Green Horizon meets with clients regularly to review their financial situation and make adjustments as needed. The minimum asset requirement for new clients is $1,000,000, but Green Horizon may make exceptions.
Assets Under Management$29M
Clients17
AdvisorsN/A
Avg. per Client$1.7M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable for accounts greater than $10 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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