Greenup Wealth Management (GSWML) provides ongoing portfolio management based on individual client goals and risk tolerance. GSWML creates an Investment Policy Statement for each client. The firm also offers financial planning services, including biannual check-ins and an annual updated financial plan. GSWML may recommend insurance products through GreenUp Protection Solutions, an affiliated insurance agency. GSWML also provides a service for accounts not directly held in their custody, leveraging an Order Management System to implement tax-efficient asset location and opportunistic rebalancing strategies.
Assets Under Management$660M
Clients754
Advisors18
Avg. per Client$880K
Avg. per Advisor$37M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.45% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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