Greenhill Financial Partners is a registered investment advisor based in Rutland, Vermont, owned and managed by Steven Alan Morneau and Dominic Aaron Stilwell. The firm offers a variety of services tailored to individuals and families, including standalone investment management, ongoing comprehensive financial planning, project-based financial plans, and specialized divorce financial planning. Greenhill takes a planning-driven approach to asset allocation, designing customized portfolios using mutual funds, exchange-traded funds, fixed-income investments, and model portfolios. Clients can choose between standard investment management or an ongoing planning program that bundles investment management with continuous financial guidance. Greenhill also provides one-time strategy sessions and hourly consulting for specific financial questions. The firm generally manages accounts on a discretionary basis, meaning they make day-to-day trading decisions on your behalf without asking first, though clients can request non-discretionary arrangements. Greenhill works with independent custodians and platforms like Altruist and Betterment Advisor Solutions to hold client assets and execute trades.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Rates reflect the Ongoing Complete Planning schedule. Standalone Investment Management is charged at a flat rate of 0.50% annually. Fee-based annuities may be charged up to 1.25% annually.