Matthew Kenneth Wilkes

18 Years of Experience

3 DisclosuresSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingEducation PlanningHigh Net Worth

Greensview Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

1 advisor

Number of Clients

178 clients

Average Client Portfolio

$680K average

Assets Under Management

$121.1M

Fee Structure

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	1.30%
$500K - $1.5M	0.85%
$1.5M - $2.5M	0.80%
$2.5M - $3.5M	0.75%
$3.5M - $5.0M	0.70%
$5.0M - $7.0M	0.65%
$7.0M - $10.0M	0.60%
$10.0M - $15.0M	0.50%
$15M+	0.30%

Minimum annual fee of $3,000. Maximum annual fee capped at 2.0%. Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$3,000

Location

501 Corporate Center Drive Suite 315, Franklin, TN, 37067

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History

Regulatory History (3)

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