GreenStar Advisors is a registered investment advisor that manages investment portfolios for individuals, high-net-worth families, trusts, and retirement accounts. GreenStar provides personalized investment recommendations and financial planning services. GreenStar acts with discretionary authority, making investment decisions without prior client consultation. Accounts are held at Schwab Advisor Services.
Assets Under Management$48M
Clients39
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$48M
Fee Structure
Planning is included in investment management
GreenStar Advisors charges an annual fee based on a percentage of the value of your investments. Some clients are charged a flat fee, while others pay a tiered fee ranging from 0.55% to 1.85%. Fees are billed quarterly in advance. GreenStar may negotiate fees based on individual client circumstances.
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