Greater Wealth LLC offers portfolio management and financial planning services. Portfolio management involves managing investment portfolios, including security selection, monitoring, and rebalancing. Financial planning includes retirement planning, estate planning, liquidity management, and business advisory services. Tax services are available through an affiliated company, Liebert & Associates, LLC, but are not required.
Assets Under Management$5.7M
Clients2
Advisors2
Avg. per Client$2.9M
Avg. per Advisor$2.9M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Financial Planning fees are credited towards Portfolio Management fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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