Greenfield/Lewis Investment Counsel (GLIC) offers investment advice and manages assets for individuals, high net worth clients, and small businesses. GLIC determines a client's risk profile and long-term financial goals through consultation. GLIC invests and manages assets based on this information. GLIC is a fee-only firm and does not sell any financial products or accept commissions.
Assets Under Management$12M
Clients15
Advisors1
Avg. per Client$780K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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