Greater Works Wealth provides investment management and financial planning services. Investment management involves creating and managing portfolios based on a client's goals and risk tolerance. Financial planning covers areas like retirement, taxes, estate planning, and insurance. Greater Works Wealth also offers project-based financial planning for specific needs. The firm may recommend outside investment managers.
Assets Under Management$7.6M
Clients22
Advisors1
Avg. per Client$350K
Avg. per Advisor$7.6M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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