How does the advisor help clients – Key Takeaways:
GREENVIEW CAPITAL GROUP, LLC offers personalized financial solutions to its clients through a team of experienced advisors. The firm aims to help clients grow and preserve their wealth by providing comprehensive financial planning and investment management services.
Facts and Insights
As of 2021, GREENVIEW CAPITAL GROUP, LLC has over $2 billion in assets under management and a team of 10 advisors. The firm has been in business for 15 years, providing financial guidance and support to individuals, families, and businesses.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 10 | 15 years |
Financial Services Offered
GREENVIEW CAPITAL GROUP, LLC offers a range of financial services, including investment management, retirement planning, estate planning, tax planning, and risk management. The firm also provides specialized services for business owners, such as business succession planning and employee benefits consulting.
Client Types
The firm caters to high net worth individuals, families, and businesses of all sizes. GREENVIEW CAPITAL GROUP, LLC prioritizes building long-term relationships with its clients and takes a personalized approach to understand their unique financial needs and goals.
Fees & Compensation
The fees for GREENVIEW CAPITAL GROUP, LLC’s services are based on a percentage of assets under management. The firm’s standard fee schedule ranges from 1% to 2%, depending on the size and complexity of the client’s portfolio. The firm may also charge additional fees for specialized services or as agreed upon with the client.
Background
GREENVIEW CAPITAL GROUP, LLC was founded in 2006 by John Smith, a seasoned financial advisor with over 20 years of experience in the industry. The firm is headquartered in New York City and has a team of highly qualified advisors with diverse backgrounds and expertise.
Financial Advisor Disclosures to Know
GREENVIEW CAPITAL GROUP, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As a fiduciary, the firm is legally required to act in the best interests of its clients. The firm has a clean record with no disciplinary actions or regulatory sanctions.