Green Leaf Advisors provides investment management and financial planning services. Investment management involves continuous advice on investing client funds based on their individual needs and goals. Financial planning is offered as a one-time engagement to address specific questions or issues, covering areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax planning.
Assets Under Management$1.2M
Clients9
Advisors1
Avg. per Client$130K
Avg. per Advisor$1.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M+ | 0.70% |
If GLA utilizes an Outside Manager, the above fee schedule does not include the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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