Greenline Wealth Management manages investment portfolios and offers personalized financial planning for individuals, families, and business owners. Greenline Wealth Management helps clients determine their investment goals, risk tolerance, and asset allocation, offering both discretionary portfolio management where trades are made on your behalf and non-discretionary management where your approval is required before every trade. In addition to managing investments directly, Greenline Wealth Management provides access to third-party money managers through partnerships and offers consulting services for retirement plans. The firm covers areas such as retirement income planning, tax strategies, estate planning, insurance reviews, and education funding.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees are negotiable based on factors such as historical relationships, asset types, and account composition.