DeGreen Private Wealth offers investment advice and manages portfolios for individuals and other clients. They create tailored investment strategies using stocks, bonds, ETFs, and other securities. DeGreen also provides financial planning and consulting services covering retirement, estate, tax, and education planning. They may use third-party advisors to help implement investment portfolios.
Assets Under Management$100M
Clients101
Advisors1
Avg. per Client$990K
Avg. per Advisor$100M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.59% |
| $250K - $500K | 1.49% |
| $500K - $1000K | 1.39% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.20% |
| $3.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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