GreenShields Capital offers ongoing portfolio management services tailored to individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client. GreenShields Capital may also provide limited financial planning services to ongoing portfolio management clients at no additional charge.
Assets Under Management$180M
Clients145
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$89M
Fee Structure
Minimum Investment:$150K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.75% |
The advisory fee is negotiable at the sole discretion of GreenShields Capital.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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