Green View Advisors, led by Christopher Rhim, provides investment management, financial planning, and divorce financial analysis. Investment management involves investing client money based on their goals and risk tolerance. Financial planning covers cash flow, taxes, retirement, and estate planning. Divorce financial analysis forecasts the long-term impact of divorce settlements.
Assets Under Management$25M
Clients18
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$25M
www.greenviewadvisors.com ·www.linkedin.com/in/chrisrhim ·www.facebook.com/greenviewadvisors/?ref=br_rs
Fee Structure
Minimum Investment:$400K
Planning is included in investment management
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $900K | 1.00% |
| $900K - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Subject to $300 minimum per quarter. Under no circumstances will the minimum fee exceed 2% of assets under management. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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