About GREYFIELD CAPITAL MANAGEMENT LLC
GREYFIELD CAPITAL MANAGEMENT LLC is a financial advisory firm that specializes in helping clients achieve their financial goals through personalized investment strategies. With a team of highly experienced and knowledgeable advisors, GREYFIELD CAPITAL MANAGEMENT LLC provides comprehensive financial services to a diverse range of clients.
How does the advisor help clients – Key Takeaways:
- Designed personalized investment plans to meet individual goals
- Committed to transparency and open communication with clients
- Create a lasting relationship to help clients navigate through financial decisions throughout their lives
Facts and Insights
The following table displays publicly available data on the assets under management, number of advisors, and time in business for GREYFIELD CAPITAL MANAGEMENT LLC.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
GREYFIELD CAPITAL MANAGEMENT LLC offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Portfolio management
- Retirement planning
- Estate planning
- Education planning
- Tax planning
- Insurance planning
Client Types
GREYFIELD CAPITAL MANAGEMENT LLC works with a diverse range of clients including:
- Individuals
- High net worth individuals
- Families
- Small business owners
- Corporate executives
Fees & Compensation
GREYFIELD CAPITAL MANAGEMENT LLC charges a fee based on a percentage of assets under management. The fee structure is designed to align the interests of the advisors with those of the clients. There are no additional hidden fees and the firm is committed to transparency in all financial dealings.
Background
GREYFIELD CAPITAL MANAGEMENT LLC was founded in 2005 and has been providing exemplary financial services to clients for 15 years. The firm is headquartered in New York and has a team of highly qualified and experienced advisors who are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
GREYFIELD CAPITAL MANAGEMENT LLC has a clean record with no disclosures on its Form ADV, which is a document filed with the Securities and Exchange Commission to provide information on its background, services, fees, and potential conflicts of interest. This clean record speaks to the firm’s professionalism and commitment to ethical practices.