Greenline Wealth Management (GWM) provides investment management services on both a discretionary and non-discretionary basis. GWM also offers ERISA plan services to qualified retirement plans, acting as either a 3(21) or 3(38) advisor. Additionally, GWM provides financial planning and consulting services, including retirement planning, tax planning, and estate planning. GWM may provide advice on assets held away, such as 401(k) plans.
Assets Under Management$120M
Clients247
Advisors6
Avg. per Client$470K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$100K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees are negotiable. When using Envestnet, there is an additional bundled fee of 0.60% to 0.90%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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