Greenbook Financial provides continuous investment management and personalized financial planning services for individuals, high net worth individuals, charitable organizations, and businesses. Founded in 2026 and led by Donovan Malone, Greenbook Financial focuses on building tailored portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, incorporating passive and active strategies as well as socially responsible investing options upon request. The firm also offers comprehensive financial planning covering retirement, tax strategies, estate planning, business consulting, cash flow management, employee benefits, education funding, and risk management. Greenbook Financial operates as a fee-only firm, meaning they are compensated solely by clients and do not accept commissions or third-party product sales compensation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.35% |
Fees are negotiable and household accounts may be aggregated.