Greenville Capital is a registered investment advisor providing investment management and financial planning services. Greenville Capital's primary service is full discretionary portfolio management, but also provides holistic financial planning, trust advisory, and estate settlement services as needed. Greenville Capital does not accept commissions or sell products.
Assets Under Management$40M
Clients61
Advisors1
Avg. per Client$660K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be negotiated in certain situations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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