Greenstone Wealth Management manages investment portfolios and provides financial planning. They offer investment management services, including recommending third-party money managers. Financial planning services are offered on a project basis or ongoing, covering areas like retirement, risk management, and estate planning. They also offer tax preparation assistance, including a Platinum Program for qualifying clients.
Assets Under Management$44M
Clients108
Advisors4
Avg. per Client$400K
Avg. per Advisor$11M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.30% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.55% |
Fees are negotiable on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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