Green Wing Financial Solutions manages investment portfolios based on clients' individual needs and goals. They also offer financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Clients receive a detailed financial plan designed to achieve their stated financial goals. Green Wing also offers ongoing comprehensive financial planning for a fixed monthly fee.
Assets Under Management$730K
Clients2
Advisors1
Avg. per Client$370K
Avg. per Advisor$730K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable. Green Wing also offers combined investment management and ongoing comprehensive financial planning services for a base monthly fee of $255 plus a percentage of assets under management: 0.50% for accounts valued $0-$5,000,000 and 0.25% for accounts valued $5,000,001 and above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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