We are always Only Fee Only, WE SERVE NOT SELL OUR CLIENTS.
We provide affordable solutions for your planning needs.
Action oriented plans for both Financial and Investment Goals provided, as you need them.
To manage client's assets, GreenLight uses "Exchange Traded Funds" and Index based Mutual Funds for equities, and Bond solutions to meet our client's individual goals. GreenLight customizes our solutions to be sure that they are appropriate for our client's risk tolerance and needs.
Timely completion of your Financial and Investment Action plans is available to all clients.
Help on Implementation of your plan is available at the level you need and desire.
Annual updates are available to measure progress and adjust for any changes to your goals or circumstances so you may progress toward and maintain positive planning outcomes.
GreenLight provides objective advice, we never receive compensation from third parties or based on a transaction.
|Name of Custodial Firm:||TD Ameritrade|
|States Licensed in:||IL,NV|
|Number of Years with Current Firm:||3|
|Work Experience:||CPA Practice from 1974 to 2001 Financial Advisor and Investment Management since 1984.|
|I work with the following types of clients:||Businesses , Individual Investors|
|Investment Types:||Alternative Investments , Stocks , Mutual Funds , Bonds , Options & Futures , Commodities , Exchange Traded Funds (ETFs) , Real Estate , Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Via phone , At my office , Via email|
Qualifications & Memberships
|Financial Organization Memberships:||Greater North Shore Estate Planning Council , Financial Planning Association (FPA) , American Institute of Certified Public Accountants (AICPA) , National Association of Personal Financial Advisors (NAPFA)|
|Firm's Number of Clients:||30|
|Firm's Number of Planning Clients:||25|
|Firm's Number of Managed Clients:||10|
|Assets Managed by Firm:||Yes|
|Advisor's Number of Clients:||30|
|Advisor's Number of Managed Clients:||10|
|Advisor's Number of Planning Clients:||25|
|Assets Managed by Advisor:||7000000|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||I am a fee-only financial professional|
|Minimum Portfolio Size for New Managed Accounts:||200000|
|Compensation Methods:||Flat Fee , Based on Assets , Hourly|
|Fee % Based on Assets:||1 (Maxium)|
|Flat Fee Rate:||1500 & up|
|Additional Details on Charges:||
Hourly Consulting - 5-hour minimum $1,000/5-hours |
Financial Independence Action Plan $1,500
Investment Action Plan $1,500-First million dollars of investments; prorated above for each additional $100,000 of investments at $150, plus $25 for each investment over a quantity of 50 securities.
Comprehensive Financial Action Plan $3,500-First million dollars of investments. See glfoa.com for details.
|Minimum Fee Charged for Managed Accounts:||2000|
|Minimum Fee Charged for Hourly Planning Accounts:||1000|
|Minimum Fee Charged for Flat Fee Accounts:||1500|