Greenworth Investment Advisors manages investment portfolios for clients on a discretionary basis. Greenworth focuses on simple, proven investment strategies, including value and passive investing. They aim to reduce emotion in investment decisions and maintain a long-term focus.
Assets Under Management$5M
Clients8
Advisors1
Avg. per Client$630K
Avg. per Advisor$5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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