Greene Wealth Management (GWM) offers investment advisory services to individuals, high net worth individuals, trusts, estates, and businesses. GWM provides wealth management services through personal contact, investment management, and financial planning. GWM creates investment portfolios using low-cost, diversified mutual funds and exchange-traded funds (ETFs). Financial planning services cover investment, retirement, personal savings, education savings, and insurance needs.
Assets Under Management$9.1M
Clients33
Advisors1
Avg. per Client$280K
Avg. per Advisor$9.1M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 2.00% |
| $200K - $500K | 1.50% |
| $500K+ | 1.25% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...