Greenhouse Wealth Management offers wealth management services that include investment management and financial planning. Investment management involves creating customized portfolios using low-cost mutual funds and exchange-traded funds (ETFs), and sometimes individual stocks and bonds. Financial planning covers areas like retirement, savings, and education. Greenhouse acts as a fiduciary, committed to acting in clients' best interests and mitigating conflicts of interest.
Assets Under Management$290M
Clients71
Advisors1
Avg. per Client$4.1M
Avg. per Advisor$290M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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