Greensview Wealth Management
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
About This Firm
Greensview Wealth Management 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. They also offer additional services such as retirement income planning, insurance review, and tax planning.
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
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.
Areas of Practice
Location
501 Corporate Center Drive, Suite 315, Franklin, TN, 37067