About GREENWELL CAPITAL MANAGEMENT, LLC
GREENWELL CAPITAL MANAGEMENT, LLC is a leading financial advisory firm that is committed to helping its clients reach their financial goals through personalized and comprehensive strategies. With years of experience in the industry, the professionals at GREENWELL CAPITAL MANAGEMENT, LLC have the expertise and knowledge to guide their clients in making sound financial decisions.
How does the advisor help clients – Key Takeaways:
- Provides personalized and comprehensive financial strategies
- Offers a wide range of financial services
- Is dedicated to helping clients achieve their financial goals
Facts and Insights
GREENWELL CAPITAL MANAGEMENT, LLC has been in business for over 10 years and has amassed a strong track record of success. The firm is known for its exceptional customer service, attention to detail, and commitment to providing clients with the best possible financial solutions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million+ | 10+ | 10+ years |
*All numbers are based on publicly available information.
Financial Services Offered
- Investment Management
- Retirement Planning
- Insurance Planning
- Estate Planning
- Tax Planning
Client Types
- High Net Worth Individuals
- Business Owners
- Families
- Retirees
- Trusts/Foundations
Fees & Compensation
GREENWELL CAPITAL MANAGEMENT, LLC operates on a fee-only basis, meaning that the firm does not receive commissions or other forms of compensation for financial products it recommends to clients. This ensures that the firm’s advisors are always acting in the best interest of their clients.
Background
GREENWELL CAPITAL MANAGEMENT, LLC was founded by John Greenwell, a seasoned financial expert with over 20 years of experience in the industry. He leads a team of dedicated professionals who are committed to helping clients achieve their financial goals through personalized and comprehensive strategies.
Financial Advisor Disclosures to Know
GREENWELL CAPITAL MANAGEMENT, LLC is a Registered Investment Advisor (RIA), which means that the firm is legally bound to act in the best interest of its clients. This puts the clients’ interests above those of the firm and ensures a transparent and ethical relationship.