Green Capital Private Wealth LLC provides comprehensive investment management and financial consulting services. The firm primarily serves institutional clients, trusts, estates, small businesses, charitable organizations, and pension plans. Green Capital Private Wealth offers customized investment management, custodian coordination, cash flow management, tax planning strategies, insurance review, education funding advice, and retirement and estate planning. The firm generally manages client portfolios on a discretionary basis using a proprietary asset allocation methodology, though non-discretionary management is also available. While the firm primarily focuses on non-retail and institutional clients, it offers tailored advisory services through wealth management, financial planning, and consulting engagements.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees may be subject to negotiation. Clients can also elect to pay a flat quarterly retainer. A general minimum fee of $2,500 per quarter applies to accounts under $1 million.