Green Musa Capital (GMC) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. GMC creates an Investment Policy Statement for each client to guide investment decisions. GMC also offers financial planning services covering areas like retirement, college, and tax planning. GMC generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected bonds, commodities and non-U.S. securities.
Assets Under Management$930K
Clients32
Advisors1
Avg. per Client$29K
Avg. per Advisor$930K
Fee Structure
Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.50% |
| $50K - $500K | 2.15% |
| $500K+ | 1.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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