Greenleaf Financial Network (GFNL) provides investment advisory services through a network of independent advisors. These advisors work with clients to determine their investment goals and risk tolerance to create suitable investment strategies. GFNL offers portfolio management, financial planning, and investment consulting services. GFNL may recommend third-party investment managers. Clients are responsible for deciding whether to implement recommendations.
Fee Structure
Greenleaf Financial Network's advisors offer portfolio management services, charging a fee based on the total value of your investments. The exact fee is negotiated with each client, but the maximum annual fee is 2.20% of all assets. You can end the agreement within five business days for a full refund. After that, you can cancel at any time with written notice, and any unearned fees will be returned to you.