Greenbridge Partners provides ongoing portfolio management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. Greenbridge Partners also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning.
Assets Under Management$250M
Clients457
Advisors1
Avg. per Client$560K
Avg. per Advisor$250M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. Qualified clients will pay an annual fee of 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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