Greenbrier Financial is a registered investment advisor located in Roanoke, Virginia, founded in October 2009. The firm is led by Todd Dalton, who serves as the principal owner and Chief Compliance Officer. Greenbrier Financial offers comprehensive wealth management services, which combine ongoing investment portfolio management with personalized financial planning. The firm builds tailored investment strategies using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, guided by the client's risk tolerance and financial goals. In addition to ongoing portfolio management, Greenbrier Financial provides project-based financial planning covering areas such as business planning, cash flow and debt management, college savings, employee benefits optimization, insurance review, retirement planning, risk management, and tax planning strategies. The firm also offers tax preparation services for individuals and businesses.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $3.0M | 0.50% |
| $3M+ | 0.30% |
Fees are negotiable and paid quarterly in arrears. Household accounts may be aggregated.