Green Trail Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Green Trail Investments is a fee‑only advisory firm that works primarily with individual and high‑net‑worth clients, providing discretionary and non‑discretionary portfolio management, financial planning, and consulting. The firm reports managing roughly $25 million across about 41 client relationships and also offers guidance on clients’ employer retirement accounts (assets held away).
Investment decisions are informed by modern portfolio theory combined with a top‑down sector analysis, and client objectives are documented in Investment Policy Statements with periodic (typically quarterly) reviews. The firm can operate with discretionary authority or obtain prior client approval for transactions and delivers written financial plans on an agreed schedule, often within 90 days.
Noteworthy aspects include an affiliated tax‑preparation business operated by the firm’s principal — a disclosed material relationship that the firm says is mitigated by client disclosures and the option to use other providers — and a practice of advising on 401(k)/retirement plan accounts, a form of pension consulting that is less common among solo independent advisors. The firm also employs flexible fee arrangements (asset‑based or negotiable flat fees for management and hourly or fixed fees for planning) and does not vote client proxies.
Client services
Expertise
Fee options
Fixed fees ranging from $1,500 to $5,000 for financial planning and consulting; Flat annual fees for asset management as per tier schedule
Under $100,000 - $99,999: Flat annual fee $500-$1,000 (does not exceed 2.0% annually) $100,001 - $499,999: Flat annual fee $2,000-$5,000 (does not exceed 2.0% annually) $500,000 - $999,999: Flat annual fee $5,000-$10,000 (does not exceed 2.0% annually) $1,000,000+: Negotiable flat fee (does not exceed 2.0% annually)
$225 per hour for financial planning and consulting
Account minimum: $100,000 (may be lowered or waived at discretion) Fee-only: Hourly fee of $225 per hour; Fixed fees ranging from $1,500 to $5,000 for financial planning
Main office
Wexford PA
Advisors at this office
1
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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