G
Green Belt Investment Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
6
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
Very LowAverage account size
$0
About
The firm is an independent, state‑registered investment adviser operating as a solo practitioner that provides portfolio management and financial advisory services to a very small number of individual clients. Rather than serving a broad retail base, the practice states it will remain limited to a few high‑quality (high‑net‑worth) clients and also assists clients with account administration at Charles Schwab.
The firm bills on an asset‑based basis and operates a wrap‑fee program that aggregates advisory services and trade execution under the firm's oversight. As a one‑advisor practice, the principal personally handles investment decisions and client supervision and has stated the firm may add only an office assistant in the future.
Distinctive features disclosed in the brochure include the principal’s outside business — operating a bed‑and‑breakfast, from which the firm receives additional compensation — and a varied prior career that includes long service at national financial firms and nonfinancial roles (restaurant operator and paramedic training). The firm currently works with just a handful of clients (six) and discloses it does not receive 12b‑1 fees, which shapes its revenue mix differently than many peers.
Client services
Portfolio management
Fee options
0.8% to 1.5% annually
Main office location
Green Belt Investment Services
Ames IA, United States
Number of offices
1
Most active in
Green Belt Investment Services has reported serving >5 clients in these states in the last 12 months.
Iowa
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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