Greenlight Financial Planning offers investment management and financial planning services. Investment management is offered through determining client goals and risk tolerance. Financial planning includes one-time comprehensive plans or topic-specific consulting, and ongoing financial planning services with regular meetings and updates. Greenlight also offers educational seminars and speaking engagements.
Fee Structure
Greenlight Financial Planning offers investment management services for an annual fee of no more than 2.0% of your portfolio. This fee is negotiable. Fees are billed quarterly. Greenlight also uses Altruist Model Marketplace, which charges a fee ranging from 0% to 1% of the portfolio's market value. Additionally, Greenlight uses Betterment Advisor Solutions, which charges a wrap fee from 0.12% to 0.20% of account balances.