Greenhouse Wealth Management is a registered investment advisor that provides wealth management services, combining discretionary and non-discretionary investment management with ongoing financial planning. Greenhouse helps individuals, high net worth individuals, trusts, and estates define their financial goals and risk tolerance, constructing portfolios primarily using low-cost mutual funds, exchange-traded funds, individual stocks, and bonds. The firm takes a long-term approach to investing while monitoring portfolios for rebalancing, tax-loss harvesting, and changing client needs. Financial planning covers areas such as retirement planning, investment planning, personal savings, and education savings. Greenhouse operates as a fiduciary, meaning the firm is legally required to act in your best interest. Clients can also hire Greenhouse for standalone financial planning projects without investment management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable at the sole discretion of the advisor. Fees take into consideration aggregate assets under management with Greenhouse.