Green Vista Asset Management (GVAM) offers asset management, research, and financial advice to individuals and corporations. GVAM provides both discretionary and non-discretionary accounts, customized to each client's investment objectives. GVAM may recommend third-party managers. GVAM also offers financial planning services, including tax and estate planning.
Assets Under Management$14M
Clients53
Advisors6
Avg. per Client$260K
Avg. per Advisor$2.3M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.50% |
| $10.0M - $25.0M | 1.00% |
| $25.0M - $50.0M | 0.85% |
| $50M+ | 0.75% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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