Advisor at Greenwell Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Greenwell Capital Management, LLC
Location
Owensboro, KY
Credentials
Series 65, Series 66
Industry experience
20 years
$0 - $100,000: 2.00% annually $100,001 - $250,000: 1.75% annually $250,001 - $500,000: 1.50% annually $500,001 - $1,000,000: 1.25% annually Over $1,000,000+: 1.00% annually
Account minimum: $25,000 (with discretion to accept less) Fee-only: Asset management fees billed quarterly in advance based on assets under management; ERISA plan services billed quarterly or monthly in arrears, not to exceed 1% annually.
Greenwell Capital Management, LLC
2017 - Present (9 years)
The Oak Ridge Financial Services Group, Inc.
2016 - 2016 (1 year)
The Oak Ridge Financial Services Group, Inc.
2011 - 2016 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Owensboro, KY
Edward Jones
ChFC®, Series 66
Rockport, IN
Edward Jones
Series 66
Owensboro, KY
Edward Jones
CFP®, Series 63
Owensboro, KY
Beacon Asset Management
CFP®, Series 65
Owensboro, KY
Rivercities Asset Management, LLC
Series 65
Owensboro, KY
Gibbs Wealth Management, LLC
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