Green View Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$25,205,241
Total clients
18
39% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
18
Average account size
$1,400,291
About
The firm provides discretionary asset management, ongoing financial planning, and specialized divorce financial analysis for individual and trust clients. It manages approximately $25.2 million for a small roster of clients (18) and generally requires a $400,000 account minimum, with exceptions considered on a case-by-case basis.
Investment decisions are implemented through active management across stocks, bonds, mutual funds, ETFs and cash, using four model asset-allocation portfolios and an annual risk-tolerance survey to tailor allocations to each client’s objectives. The adviser maintains discretionary trading authority, documents recommendations in writing, and includes ongoing financial planning for managed-account clients at no additional charge.
What distinguishes the firm from many peers is its formal offering of divorce financial analysis (the principal holds a CDFA credential) combined with a deliberately small client base, which the firm describes as enabling more individualized service. The firm operates on a fee-only basis, does not accept commissions or performance-based fees, and leaves proxy-voting responsibility with clients rather than voting securities on their behalf.
Client services
Financial planning
Portfolio management
Divorce planning analysis
Expertise
Divorce financial planning
College savings (529s, UTMA, etc.)
Fee options
Financial plan fixed fee ranges from $2,750 to $4,000
$0 - $100,000: 0.375% $100,001 - $900,000: 0.25% $900,001 - $1,500,000: 0.225% $1,500,001 - $2,000,000: 0.20% $2,000,001 - $5,000,000: 0.175% $5,000,001 - $10,000,000: 0.15% $10,000,001+: 0.125%
$300 per hour for specific financial planning issues
Account minimum: $400,000 Minimum fee: $300 minimum per quarter for AUM clients Fee-only: Fee-only compensation; no commissions; no performance-based fees
Main office location
Green View Advisors LLC
Chevy Chase MD, United States
Number of offices
1
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
Quick links
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