Matthew Kenneth Wilkes

Greensview Wealth Management

18 Years of Experience

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Firm Information

Greensview Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

1 advisor

Number of Clients

178 clients

Average Client Portfolio

$680K average

Assets Under Management

$121.1M

Fee Structure

AUM-Based Fees (Tiered)

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.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$3,000

Financial Plan Fee:$1,000 - $5,000

Hourly Rate:$100 - $500/hr

You'll pay fees for financial planning, investment consulting, and investment management services. Financial planning fees range from $1,000 to $5,000 as a flat fee, or $100 to $500 per hour. Investment management has a $3,000 minimum annual fee per household, and a maximum annual fee of 2.0%. Fees are negotiable.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth

Advisor Information

Office location

501 Corporate Center Drive Suite 315, Franklin, TN, 37067

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Regulatory History (3)

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