GreenLife Advisors, LLC provides financial planning and investment management services. Financial planning covers retirement, risk management, college savings, cash flow, debt management, and estate planning. Investment management involves creating and managing portfolios based on a client's individual needs and goals. GreenLife Advisors acts as a fiduciary, meaning they are legally required to act in your best interest.
Assets Under Management$20M
Clients16
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$20M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 0.70% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are modifiable in certain cases. A minimum annual fee of $5,000 is required to participate in investment management services. Clients who choose comprehensive wealth management services (financial planning and investment management) do not pay a separate fee for investment management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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