Greenstone Belt Wealth Advisors (GBWA) provides financial planning, estate, tax, and retirement planning services. GBWA also offers investment advisory services, assisting clients in determining and implementing an appropriate investment strategy. GBWA may provide advisory services through programs sponsored by LPL Financial. GBWA also offers retirement plan services to retirement plan sponsors and individual participants.
Assets Under Management$190M
Clients87
Advisors3
Avg. per Client$2.2M
Avg. per Advisor$63M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
GBWA's annual fee for investment management is a percentage of the value of your investments, with a maximum fee of 1.25%. The exact fee can be negotiated based on your situation, such as the size of your portfolio or family holdings. Fees are paid quarterly in advance.
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