Greensview Wealth Management provides financial planning and investment management services to individuals, high-net-worth individuals, trusts, and corporate retirement plans. Financial planning can be bundled with investment management or offered separately. Investment management is offered on both a discretionary and non-discretionary basis. Greensview also provides investment consulting services to institutional retirement plans.
Fee Structure
Greensview Wealth Management offers investment management services, with or without financial planning. The minimum annual fee is $3,000 per household, and the maximum annual fee is capped at 2.0%. Fees are negotiable.
If you choose to include financial planning, the annual investment management fee is:
- First $500,000 — 1.3%
- Next $1,000,000 — 0.85%
- Next $1,000,000 — 0.80%
- Next $1,000,000 — 0.75%
- Next $1,500,000 — 0.70%
- Next $2,000,000 — 0.65%
- Next $3,000,000 — 0.60%
- Next $5,000,000 — 0.50%
- Above $15,000,000 — 0.30%
If you choose investment management without financial planning, the annual fee is:
- First $500,000 — 1.5%
- Next $1,000,000 — 1%
- Next $1,000,000 — 0.95%
- Next $1,000,000 — 0.90%
- Next $1,500,000 — 0.85%
- Next $1,500,000 — 0.80%
- Next $3,500,000 — 0.75%
- Next $5,000,000 — 0.65%
- Above $15,000,000 — 0.40%