Greenwood Investment Advisors provides automated investment advice through a mobile platform. After assessing your risk tolerance and goals, Greenwood creates a portfolio designed to meet those objectives. You make the final decisions about buying or selling investments. Greenwood's services are limited to retail investors with a Greenwood Deposit Account and Debit Card. The firm does not offer comprehensive financial planning.
Assets Under Management$160K
Clients2,099
AdvisorsN/A
Avg. per Client$76
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Greenwood Investment Advisors charges a flat monthly fee of $10 for clients who have canceled their subscription to Greenwood, Inc.'s program. This fee is prepaid and non-refundable. Clients who are Premium clients of Greenwood, Inc. are not charged a fee for advisory services.
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