Greenwood Capital offers financial planning and investment advice to individuals, families, and institutions. Financial planning covers investments, insurance, taxes, retirement, education savings, and debt management. Investment advice is tailored to individual needs. Greenwood Capital also manages investments for institutions and offers consulting services to other financial advisors.
Fee Structure
Greenwood Capital's standard investment advisory fee is 1% of the value of your portfolio. This fee is negotiable based on factors like the amount invested and the complexity of your situation. There is a minimum quarterly fee of $150. For accounts managed on the Pontera platform (held-away assets), a 40% discount is applied to the standard investment advisory fee.