Tamara Witham is a CFA, CFP-designated registered investment advisor at Greenlife Advisors, LLC, based in Harrison, NY, with 6 years of industry experience. Tamara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Gen X, Investment Management, and 3 more. Their firm serves 16 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 0.70% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are modifiable in certain cases. A minimum annual fee of $5,000 is required to participate in investment management services. Clients who choose comprehensive wealth management services (financial planning and investment management) do not pay a separate fee for investment management.
Fee Estimator
Contact
Tamara Witham
Location
500 Mamaroneck Avenue, Suite 320, Harrison, NY, 10528
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Greenlife Advisors, LLC
Previous Registrations
Genspring Family Offices, LLC
State Registrations1 state
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