Greenhill Financial Partners

Fee-Only (% of Portfolio)Fixed/Hourly

Greenhill Financial Partners LLC provides non-discretionary investment advisory services to individuals and families. They recommend professionally managed model portfolios available through the Altruist platform, and may combine multiple models into a Unified Managed Account (UMA) structure. Greenhill also offers divorce financial planning and general financial planning services covering investments, insurance, taxes, retirement, college, and debt. They act as a fee-only fiduciary, avoiding conflicts of interest.

Assets Under ManagementN/A
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.25%
$250K - $1.0M1.00%
$1M+0.75%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

3 Advisors at this firm

Greenhill Financial Partners | TrueAdvisor