Services & Pricing
Three ways to work together
Fee-only means the fee you see is the whole fee. No commissions, no product sales, no surprises on the statement.
Pricing tiers
Investment Management
For those who want investing made simple.
Advisory Fee
0.70% - 1.10%
of assets under management, depending on total assets managed
A clear advisory fee, meaning no commissions or product sales.
Includes:
- Portfolio Management: Professional management tailored to your goals and risk tolerance with custom portfolio strategies.
- Rebalancing & Dividend Reinvestment: We keep your portfolio aligned with your strategy by automatically rebalancing and reinvesting dividends.
- Annual Review Meeting: At least one comprehensive meeting per year to review your portfolio, discuss changes in your life or goals, and adjust your strategy accordingly.
- Technology Access: Easy-to-use dashboard for performance tracking and money movement, all in one place.
- Basic Retirement & Savings Planning: Introduction to the essentials of financial planning to see how your today can impact your tomorrow.
Financial Planning
For those who want a full financial roadmap.
One-Time Fee
$1,000 - $5,000
based on complexity. Half of payment is due upfront and half on delivery.
Free discovery meeting to determine complexity and give time for a decision to move forward.
Includes:
- In-Depth Financial Planning: We build a custom financial plan tailored to your goals and values, covering everything from budgeting and debt payoff to retirement, taxes and legacy planning.
- Full-Year Service: Your plan includes multiple meetings to build, implement, and provide accountability for your plan.
- Business Strategy & Succession: For business owners, we offer guidance on retirement plans, alternative investments, and succession plans.
- Collaboration: Coordination with your CPA, attorney, and other professionals to fully coordinate plan.
- Technology Access: Track your progress and access your plan through a secure, easy-to-use online dashboard.
Business Owner Complete
A package combining both services with even more in-depth planning and attention.
Pricing and full details for this combined package are being finalized.
Not sure which one fits? That is what the first conversation is for. Book a time and we will figure it out together, or read what each service covers.
Common questions
- What does fee-only actually mean?
- Green Leaf is paid by clients and only by clients. No commissions and no payments from any fund or insurance company, so there is no product anyone is nudging you toward.
- How much money do I need to work with an advisor?
- There is no asset minimum. Green Leaf works with business owners and young families who are often early or busy, when much of their net worth is still in the business rather than in a large investment account. What you pay is for the planning work, shown in the tiers above, not a bar you have to clear to get in the door. The first conversation is free and there is nothing to sign.
- What happens on a first call?
- It is a conversation, not a sales pitch. You walk through what is going on in the business and the household, what is working, and what is weighing on you. Noah listens, asks questions, and tells you honestly whether Green Leaf is a fit. There is no cost, nothing to sign, and no obligation to continue.
- I already have an accountant, why would I need an advisor too?
- An accountant keeps the books accurate and files the return, mostly looking back at the year that just ended. A financial advisor looks forward and connects the pieces: how you pay yourself, your retirement plan, the business as your largest asset, and what eventually happens to it. The two roles work together, and Green Leaf loops your accountant in rather than around. Plenty of owners have a great accountant and still have no one looking at the whole picture.
- Do I have to move my investments to work with you?
- No. Planning work stands on its own. If it does make sense to move an account, you will hear the reason first and the timing is yours.
- Do you work with my CPA and attorney?
- Yes. For a business owner the tax return, the operating agreement, and the investment plan are one conversation, so those professionals get looped in rather than worked around.
Green Leaf Advisors LLC is an Investment Adviser offering services in Pennsylvania and in other jurisdictions where exempt from registration. All views, expressions, and opinions included in this communication are subject to change. Please contact us if there is any change in your financial situation, needs, goals or objectives.