Greensview Wealth Management is a registered investment advisor based in Franklin, Tennessee, offering personalized wealth management services to individuals, high-net-worth clients, trusts, and corporate retirement plans. The firm provides both discretionary and non-discretionary investment management, building tailored portfolios designed around each client's specific risk tolerance and goals. Alongside managing investments, Greensview specializes in comprehensive financial planning, covering retirement planning, tax strategies, estate planning, insurance analysis, charitable giving, and cash flow budgeting. Clients can choose to receive investment management with financial planning included or opt for standalone services. Greensview also offers retirement plan consulting services for corporate retirement plans and plan sponsors.
Fee Structure
Greensview Wealth Management charges an annual fee based on the value of your portfolio, deducted monthly. The firm offers two separate fee schedules depending on whether you want financial planning included:
With Financial Planning Included:
- First $500,000 — 1.30% per year
- Next $1,000,000 — 0.85% per year
- Next $1,000,000 — 0.80% per year
- Next $1,000,000 — 0.75% per year
- Next $1,500,000 — 0.70% per year
- Next $2,000,000 — 0.65% per year
- Next $3,000,000 — 0.60% per year
- Next $5,000,000 — 0.50% per year
- Above $15,000,000 — 0.30% per year
Without Financial Planning Included:
- First $500,000 — 1.50% per year
- Next $1,000,000 — 1.00% per year
- Next $1,000,000 — 0.95% per year
- Next $1,000,000 — 0.90% per year
- Next $1,500,000 — 0.85% per year
- Next $1,500,000 — 0.80% per year
- Next $3,500,000 — 0.75% per year
- Next $5,000,000 — 0.65% per year
- Above $15,000,000 — 0.40% per year
There is a minimum annual fee of $3,000 per household. Total annual fees are capped at a maximum of 2.0%.