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About Greenwich Advisors, LLC |
| Greenwich Advisors, LLC is a fiduciary independent financial adviser, unaffiliated with a big
bank or brokerage firm, allowing us to select and offer our clients a variety of best in class
investment solutions. We dedicate ourselves to our clients and put their interests above our own.
We value client privacy and maintain the highest level of discretion with our clients affairs. |
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General Information |
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| Work Experience: |
29 years
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| Work with the following types of clients: |
Businesses, Individual Investors, Non-Profit Organizations
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| Advisory Services Provided: |
Wealth Management
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Services |
| Investment Types: |
Mutual Funds, Options & Futures, Bonds, Stocks, Commodities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
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| Can meet clients in the following ways: |
Your Office, Email, Phone, Our Office, Your Home, Video Conference
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CFA®
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| Financial Organization Memberships: |
CFA Society of New York
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Compliance |
| Criminal Disclosures in Last 5 years: |
Have a clean record
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| Compliance Disclosures in Last 5 years: |
Have a clean record
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| Registered Investment Advisor: |
Yes
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| Investment Advisor Representative: |
Yes
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| Acknowledged fiduciary: |
Yes
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Compensation and Fees |
| Minimum Fee Charged for Managed Accounts: |
$6,000
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Frequently Asked Questions |
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Do you have a customer satisfaction or refund policy? |
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Clients are free to cancel at any time with no long term contracts or obligations. |
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| Q. |
What is your approach to financial planning? |
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We charge a fee as a percentage of assets managed, charged quarterly in arrears and deducted from the account. |
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What services do you offer? |
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Clients choose us because we are fiduciaries and put our clients interest above our own. We value client privacy and treat the affairs with discretion. We charge a transparent fee and do not collect commissions or fees from the investments we recommend. |
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What services do you provide? What are your specialties? |
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Investment Advice, Wealth Management |
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What is your experience? How many clients do you currently manage? |
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29 years of researching, trading, and investing on behalf of clients. |
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What financial institution(s) do you represent? |
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We are fiduciary adviser for Greenwich Advisors, LLC and are unaffiliated with any bank or brokerage firm. |
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