Green Street Wealth Advisory, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Green Street Wealth Advisory provides customized investment management to individuals, corporations, and other business entities and offers ongoing management of variable annuity subaccounts. The firm operates on a fee-only basis, does not sell commissioned financial products or offer stand-alone financial planning, and implements trades under a limited power of attorney while client assets remain with qualified custodians.
The firm’s investment approach emphasizes long-term, buy-and-hold portfolios informed by fundamental and technical analysis, with services available on both discretionary and non-discretionary bases. Cash and cash equivalents are treated as an asset class (using the custodian’s money-market option), accounts are monitored continuously, and formal reviews occur at least quarterly.
While most independent advisers primarily serve individual clients, Green Street also provides portfolio management to institutional clients and conducts no-charge educational seminars and workshops in partnership with attorneys and accountants—features that are uncommon among peers. The firm also manages allocations within variable annuities, maintains an insurance license for advisory knowledge without selling insurance products, and generally leaves proxy voting decisions to clients.
Client services
Expertise
Fee options
$0 - $500,000: 1.95% $500,001 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,500,000: 0.75% $3,500,001 - $5,000,000: 0.60% $5,000,001 - $15,000,000: 0.50% $15,000,001+: Negotiable
Fee-only: Strictly fee-only; no commissions accepted.
Main office
70 Romano Vineyard Way, Suite 133
North Kingston RI 02852
Advisors at this office
1
Most active in
Rhode Island
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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