GreensKeeper Asset Management offers portfolio management services tailored to individual client goals, risk tolerance, and time horizon. GreensKeeper assesses current holdings and aligns them with client objectives, performing ongoing reviews of investment performance. GreensKeeper does not act as a custodian of client assets; clients maintain asset control through a qualified custodian/broker.
Assets Under Management$120M
Clients94
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $700K | 1.50% |
| $700K+ | 0.75% |
Fees are negotiable based on factors such as asset size and complexity of client needs. A performance fee of 20%-25% of gains above a 6% annual hurdle rate may also apply to qualified clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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