The Green Group Finance, LLC provides investment management and financial planning services. As a fee-only firm, Green Group Finance is only compensated by clients for their services. Investment management involves ongoing advice based on individual client needs, while financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement planning, risk management, and tax strategies. Financial planning is offered on a project basis.
Assets Under Management$730K
Clients5
Advisors1
Avg. per Client$150K
Avg. per Advisor$730K
Fee Structure
Investment management only (planning not offered)
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 negotiable for accounts over $5,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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