Green Tree Wealth provides financial planning and investment management services. Financial planning covers various topics like net worth, cash flow, taxes, insurance, retirement, and college savings. Investment management involves creating customized portfolios using model portfolios and sub-advisers. Green Tree Wealth monitors the sub-advisers and can reallocate assets as needed.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.5M | 1.50% |
| $1.5M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable; you may aggregate assets to achieve a lower fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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