Greenside Financial LTD provides ongoing management of investment accounts, helping clients create portfolios based on their goals and risk tolerance. Greenside Financial may recommend third-party investment advisors to co-manage accounts. They also offer financial consulting services for specific financial topics. Greenside Financial primarily uses SEI Investments Management Corp.’s platforms.
Assets Under Management$35M
Clients45
Advisors1
Avg. per Client$770K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$300K
Investment management only (planning not offered)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M+ | 0.75% |
Advisory fee is negotiable. For qualified clients with custom portfolios, Greenside Financial may charge a fee based on a percentage (up to 20%) of the cash flow received from the investment.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...