Greensview Wealth provides financial planning, investment consulting, and investment management services. Financial planning can be bundled with investment management or offered separately. Investment management is offered on both a discretionary and non-discretionary basis. Greensview also provides investment consulting services to corporate retirement plans.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Greensview Wealth charges a percentage of your portfolio each year for investment management services. There are two fee schedules, one for clients who also receive financial planning and one for those who don't. The minimum annual fee per household is $3,000, but this may be waived. The maximum annual fee is capped at 2.0%.
With Financial Planning:
- First $500,000: 1.3% per year
- Next $1,000,000: 0.85% per year
- Next $1,000,000: 0.80% per year
- Next $1,000,000: 0.75% per year
- Next $1,500,000: 0.70% per year
- Next $2,000,000: 0.65% per year
- Next $3,000,000: 0.60% per year
- Next $5,000,000: 0.50% per year
- Above $15,000,000: 0.30% per year
Without Financial Planning:
- First $500,000: 1.5% per year
- Next $1,000,000: 1% per year
- Next $1,000,000: 0.95% per year
- Next $1,000,000: 0.90% per year
- Next $1,500,000: 0.85% per year
- Next $1,500,000: 0.80% per year
- Next $3,500,000: 0.75% per year
- Next $5,000,000: 0.65% per year
- Above $15,000,000: 0.40% per year
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