The Green Group Finance offers personalized investment management and project-based financial planning services to individuals, high-net-worth individuals, and corporate clients. The Green Group Finance builds tailored portfolios using modern portfolio theory and exchange-traded funds, mutual funds, and individual securities. For financial planning, The Green Group Finance covers various areas such as retirement planning, cash flow and debt management, college savings, tax planning strategies, and estate planning. The Green Group Finance operates as a fee-only registered investment advisor, meaning they are compensated solely by client fees and do not accept commissions or product sales compensation. The firm is owned by Stephanie Nicole Brangwin, with Peter Brangwin serving as the Chief Compliance Officer and principal advisor.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.55% |
| $3.0M - $4.0M | 0.45% |
| $4.0M - $5.0M | 0.35% |
| $5M+ | 0.35% |
Fees for assets over $5,000,000 are negotiable. Fees are billed quarterly in arrears.