Greenwell Capital Management (GCM) offers investment management services to individuals, high net worth individuals, and businesses. GCM provides both discretionary and non-discretionary asset management. GCM also provides services to retirement plans, acting as either a limited scope ERISA 3(21) fiduciary or a 3(38) investment manager. Investment strategies are tailored to each client's goals and objectives. Brian P. Greenwell is the 100% owner of GCM.
Assets Under Management$14M
Clients45
Advisors1
Avg. per Client$300K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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