Assets Under Management
$121.1M
Number of Clients
178
Number of Advisors
1
Average Client AUM
$680K
AUM per Advisor
$121.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Greensview Wealth Management LLC offers financial planning, investment consulting, and investment management services on a discretionary and non-discretionary basis. They develop customized financial plans, provide investment advice, and manage client portfolios based on individual needs and risk tolerance. They may also recommend third-party managers.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1.5M | 0.85% |
| $1.5M - $2.5M | 0.80% |
| $2.5M - $3.5M | 0.75% |
| $3.5M - $5.0M | 0.70% |
| $5.0M - $7.0M | 0.65% |
| $7.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.50% |
| $15M+ | 0.30% |
Minimum annual fee of $3,000. Maximum annual fee capped at 2.0%. Fees are negotiable.
501 Corporate Center Drive, Suite 315, Franklin, TN, 37067