Green Ridge Wealth Planning offers investment advice and financial planning to individuals. The firm manages investment portfolios with discretionary authority, tailoring advice to meet client needs. They also offer standalone financial planning services, creating written plans to help clients achieve their financial goals. Green Ridge Wealth Planning also provides pension consulting services to employee benefit plans.
Assets Under Management$390M
Clients302
Advisors5
Avg. per Client$1.3M
Avg. per Advisor$78M
Fee Structure
Planning is included in investment management (also available separately)
Green Ridge Wealth Planning's annual fee for managing your investments ranges from 0.85% to 2% of the value of your portfolio. The exact fee depends on the amount you invest, the complexity of the services, and the level of administration required. Clients may receive financial planning at no additional cost.
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