Green Ocean Global Advisors (GOGAL) provides ongoing portfolio management based on individual client goals and risk tolerance. GOGAL also offers financial planning covering investment, tax, retirement, college, and debt/credit planning. GOGAL may direct clients to third-party investment advisors and is compensated via a fee share.
Assets Under Management$110M
Clients147
Advisors5
Avg. per Client$780K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.45% |
| $300K - $500K | 1.30% |
| $500K - $1000K | 1.15% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.55% |
Fees are generally negotiable. GOGAL may direct clients to Vise Al Advisors, LLC (Total Fee: 1.00%, GOGAL's Fee: 0.65%, Third Party's Fee: 0.35%) or Orion Portfolio Solutions, LLC (Total Fee: 1.00%, GOGAL's Fee: 0.85%, Third Party's Fee: 0.15%).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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