Greensledge Asset Management LLC

Fee-Only (% of Portfolio)Fixed/Hourly

GreensLedge Asset Management (GLAM) provides investment advice to privately offered pooled investment funds and separately managed accounts. GLAM also offers non-discretionary due diligence and portfolio consulting services to institutional clients. GLAM tailors its advisory services to the specific investment objectives and restrictions determined by its clients. The firm manages separately managed accounts on a discretionary or non-discretionary basis.

Assets Under Management$610M
Clients4
Advisors1
Avg. per Client$150M
Avg. per Advisor$610M

Fee Structure

Investment management only (planning not offered)

GreensLedge Asset Management's fees for separately managed accounts generally range from 0.10% to 1.50% of the account value, depending on the size of the account, return target, and risk tolerance. Fees are negotiable. Performance-based fees may also be implemented and negotiated with qualified clients.

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Location

1 Advisors at this firm

Greensledge Asset Management LLC | TrueAdvisor