Greenwood Family Advisors (GFA) offers investment advisory services to individuals and families, including those based outside the U.S. GFA provides ongoing portfolio management, monitors investments, and advises clients on investment opportunities. GFA also offers services such as reviewing financial intermediary arrangements, consolidated reporting, and coordinating with philanthropy advisors. GFA may refer clients to other financial service providers but does not receive compensation for these referrals.
Fee Structure
Greenwood Family Advisors' fees are based on a percentage of the assets they manage for you or a fixed amount, which is agreed upon with each client. The fee will not exceed 1.5%. Fees are typically paid after the services are provided, but some agreements may have fees paid in advance.