Greythorne Advisors provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. Greythorne Advisors also offers financial planning services, including investment planning, life insurance, tax concerns, retirement planning, education planning, and debt/credit planning, to existing portfolio management clients. Greythorne Advisors is a member of DPL Financial Partners, LLC’s platform, offering access to commission-free insurance products.
Assets Under Management$26M
Clients67
Advisors1
Avg. per Client$390K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.30% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.20% |
Fees are generally negotiable. A flat annual fee of $600 may be charged for clients with CDs or mutual funds with minimal trading.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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