Green Investment Strategies (GREEN) offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. GREEN creates an Investment Policy Statement for each client. GREEN may also direct clients to third-party investment advisors. GREEN generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements.
Assets Under Management$7.2M
Clients7
Advisors1
Avg. per Client$1M
Avg. per Advisor$7.2M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. GREEN may direct clients to Citizen Mint Advisors, LLC, where the total annual fee is 3.00%, split between GREEN (1.00%) and the third party (2.00%).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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