Greenerbucks provides ongoing portfolio management services based on your individual financial situation, goals, and risk tolerance. Greenerbucks creates a plan to help select a portfolio that fits your specific needs. They generally limit their investment advice to mutual funds, fixed income, real estate funds, insurance products, equities, and ETFs, but may use other securities to diversify your portfolio.
Assets Under Management$180K
Clients1
Advisors1
Avg. per Client$180K
Avg. per Advisor$180K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.50% |
| $100K - $500K | 0.50% |
| $500K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees are negotiable. Qualified clients may pay an annual fee of 0.50% of assets under management along with a 10.00% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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