Green Street Wealth Advisory provides ongoing investment advice and recommendations to clients based on their individual needs and circumstances. They work with each client to identify their investment goals, risk tolerance, and financial situation to create a portfolio strategy. Green Street offers investment management services on both a discretionary and non-discretionary basis.
Assets Under Management$11M
Clients29
Advisors1
Avg. per Client$360K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.95% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.5M | 0.75% |
| $3.5M - $5.0M | 0.60% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.50% |
Fees are negotiable for accounts over $15,000,001. Variable annuity accounts have a different fee schedule: $0 to $500,000: 0.75%, $500,001+: 0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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