Green Drake Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,410,796
Clients
18
17% 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
18
LowAverage account size
$467,266
About
The firm provides discretionary investment management and consulting to individuals, families, trusts, charitable organizations, pensions, and corporations, overseeing roughly $8.4 million in discretionary assets. Consulting services cover a broad range of financial planning topics, including business planning, retirement, estate planning, philanthropy, special needs, and elder care.
Green Drake typically manages client accounts on a discretionary basis and also offers non-discretionary advice for certain products; it operates an internal active equity product that follows a low-turnover, deep-value approach aimed at buying companies at discounts to estimated intrinsic value. Portfolios are usually built with 30–50 holdings and include risk controls to limit single-position and sector concentration, and the firm may deploy ETFs, mutual funds, private or non-liquid investments, and third‑party managers as appropriate.
Compared with many small independent advisers, Green Drake also provides portfolio management for institutional clients (including pensions and corporations) and conducts educational seminars and speaking engagements for groups and professional associations. The firm’s principal concurrently leads a separate family‑office/private‑wealth business serving ultra‑high‑net‑worth and institutional clients and discloses that outside business activities occupy a substantial portion of his time, a factor prospective clients may wish to consider.
Client services
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Consulting
Expertise
Active portfolio management
Real estate investing
Private / alternative investments
Fee options
Fixed fees for consulting services generally ranging from $2,500 to $10,000 or more
Generally 0.50% to 1.50% per annum, negotiable based on account size, complexity, and other factors
$150 to $1,200 per hour depending on scope and professional
Account minimum: $500,000 (may be waived at the discretion of Green Drake) Fee-only: Consulting services charged as fixed fees generally $2,500 to $10,000 or more, and/or hourly fees from $150 to $1,200 depending on services and professional
Main office location
Green Drake Advisors LLC
1030 E Lancaster Avenue, Apt 304
Bryn Mawr PA 19010, United States
Number of offices
1
Most active in
Green Drake Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
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 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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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