GreenStar Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$48,359,934
Clients
39
41% 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
39
HighAverage account size
$1,239,998
About
GreenStar Advisors is a Colorado-registered investment adviser that provides discretionary portfolio management and personal financial planning for individuals, high‑net‑worth families, trusts and individual retirement accounts, overseeing roughly $48.4 million in client assets. The firm also provides retirement plan design and administration support and accepts both retail and institutional accounts.
Portfolios are constructed with diversified allocations across ETFs, mutual funds, individual equities and fixed‑income securities and are managed on a discretionary basis with at least annual reviews and updates to clients’ risk profiles. The firm requires client accounts to be held at Schwab Advisor Services, bills advisory fees as a percentage of assets under management on a quarterly‑in‑advance basis, and uses householding and negotiated fee arrangements for certain clients.
Uncommonly for peers in this category, the brochure discloses that GreenStar provides portfolio management for institutional clients and offers educational resources and client-facing tools (including complimentary financial planning and website calculators/workshop-style materials). The brochure also notes a 2019 regulatory stipulation involving an unlicensed representative and describes operational practices such as using standing letters of authorization to debit fees—items prospective clients may wish to review.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Wealth management
Occupation focus
Retired
Fee options
Some clients are charged a flat fee
$0 - $150,000: 1.85% $150,000 - $400,000: 1.65% $400,000 - $750,000: 1.45% $750,000 - $1,000,000: 1.15% $1,000,000 - $3,000,000: 0.85% $3,000,000 - $10,000,000: 0.65% $10,000,000+: 0.55%
Main office location
GreenStar Advisors
Centennial CO, United States
Number of offices
1
Most active in
GreenStar Advisors has reported serving >5 clients in these states in the last 12 months.
Colorado
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:
-
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.
-
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
LinkedIn
Facebook
X
Instagram
Website
720-936-1606
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