T Green Wealth Advisors (TGWA) offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. TGWA creates an Investment Policy Statement for each client. TGWA also offers financial planning services, including investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. For retirement plan consulting, TGWA assists individual participants with education and financial guidance but does not have discretionary control over the plans.
Assets Under Management$2.5M
Clients44
Advisors1
Avg. per Client$57K
Avg. per Advisor$2.5M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.85% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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