Greater Good Financial (GGF) manages investment portfolios based on clients' individual needs and goals. GGF also offers ongoing financial planning services, including goal setting, net worth analysis, cash flow management, insurance review, retirement planning, college planning, and estate planning. Clients receive ongoing guidance through an online financial planning portal and regular contact with their planner.
Assets Under Management$26M
Clients66
Advisors1
Avg. per Client$400K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 0.50% |
| $1M+ | 0.10% |
These rates are for Investment Management & Comprehensive Financial Planning combined. For Investment Management Services only, the rates are: $0 - $250,000: 0.75%, $250,001 - $1,000,000: 0.50%, $1,000,000 and above: 0.10%. Legacy clients may be grandfathered in at a lower rate. The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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