Greene Directions, LLC is a registered investment advisor based in Anderson, South Carolina, founded and led by Susan Greene Lockwood. The firm provides ongoing asset management services to individuals, small businesses, and high net worth clients. Greene Directions operates on a non-discretionary basis, meaning the firm determines which securities to buy or sell and the amounts involved, but must obtain prior client consent for every single transaction before executing it. Investment strategies are tailored to each client's individual financial goals, time horizons, objectives, and risk tolerance through methods such as fundamental and technical analysis. The firm does not participate in wrap fee programs and requires no minimum account size or investment experience to open an account. Client assets are held with a qualified custodian, Interactive Brokers.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Greene Directions charges an annual fee not to exceed 1.00% of assets managed. Fees may be negotiated or lowered at the firm's discretion based on criteria such as historical relationships, asset types, and account size.