Green & Deckert provides investment management services, managing client accounts primarily through mutual funds, exchange-traded funds (ETFs), and publicly traded Real Estate Investment Trusts (REITs). Green & Deckert also provides advisory services to plan sponsors of employer-sponsored retirement plans. Green & Deckert uses Forum Financial Management, LP as a third-party service provider for back office services.
Assets Under Management$110M
Clients111
Advisors2
Avg. per Client$1M
Avg. per Advisor$57M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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