Greenwood Pine Partners

Fee-Only (% of Portfolio)

Greenwood Pine Partners offers portfolio management using a value-oriented investment approach. They seek to invest in growing, financially sound companies with strong management at prices below their assessed intrinsic value. Greenwood Pine primarily invests in equity securities but may also invest in debt or convertible securities. Greenwood Pine seeks clients whose investment needs are consistent with their long-term, value-oriented approach and permits clients to specify their own guidelines and restrictions.

Assets Under Management$29M
Clients3
AdvisorsN/A
Avg. per Client$9.6M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$25M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25.0M0.88%
$25M+0.75%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Greenwood Pine Partners | TrueAdvisor