Advisor at Greenwich Financial Advisors, LLC
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Firm
Greenwich Financial Advisors, LLC
Location
Millsboro, DE 19966
Credentials
Series 63, Series 65
Industry experience
17 years
John Farrell is a financial advisor at Greenwich Financial Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Greenwich Financial Advisors since 2010. Greenwich Financial Advisors provides investment advisory and financial planning services to individuals, trusts, estates, and business entities. The firm uses a variety of investment strategies tailored to client objectives, including fundamental, technical, and cyclical analysis, and offers specialized services such as corporate and personal tax planning, cost segregation studies, and corporate structure advice.
Based on Greenwich Financial Advisors, LLC
$0 - $500,000: 1.10% $500,000 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,000 - $3,000,000: 0.80% $3,000,000 - $4,000,000: 0.75% $4,000,000 - $5,000,000: 0.70% $5,000,000 - $6,000,000: 0.60% $6,000,000+: Negotiable
$275 per hour
Account minimum: $250,000 Fee-only: $275 per hour
32157 Ivory Gull Way
Millsboro, DE 19966
Connecticut · Delaware · New York
Greenwich Financial Advisors, LLC
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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