Greenport Financial Advisers, based in North Canton, Ohio, offers personalized investment advice. Services include portfolio management, advisory consulting, and qualified plans consulting. Greenport creates an Investment Policy Statement based on client objectives and guidelines. The firm manages investments using private money managers, mutual funds, ETFs, and alternative investments. Greenport can manage accounts with or without the client's prior approval for each trade.
Assets Under Management$72M
Clients130
Advisors3
Avg. per Client$550K
Avg. per Advisor$24M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Existing clients may be subject to different fee arrangements. Fee may be negotiable based on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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