Battle Green Advisors provides investment management services to individuals, high net worth individuals, and businesses. Battle Green invests in stocks, ETFs, and mutual funds, constructing portfolios based on client investment objectives and risk tolerance. Clients can select from several model portfolios. Battle Green has discretionary authority to manage client accounts, buying and selling securities without prior consultation. Clients receive annual reports on portfolio construction, transactions, and performance.
Assets Under Management$14M
Clients25
Advisors2
Avg. per Client$560K
Avg. per Advisor$7M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 0.95% |
| $10M+ | 0.80% |
Fees are negotiable and may be lower depending on the amount of initial investment, the anticipated amount of subsequent investment, or asset transferred from another advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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