Green Peaks Planning (GPP) provides investment management services, creating tailored investment portfolios based on clients' individual needs and goals. GPP also offers financial planning services, including ongoing comprehensive planning, project-based planning, and hourly financial planning. Financial planning covers areas like business planning, cash flow management, college savings, employee benefits, estate planning, insurance, investment analysis, retirement planning, risk management, and tax planning.
Assets Under Management$46M
Clients109
Advisors2
Avg. per Client$420K
Avg. per Advisor$23M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.95% |
| $250K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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