Green View Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Chevy Chase MD
Advisors at this office
1
Most active in
Maryland · New Hampshire · Vermont
Also doing business as
Christopher H. Rhim · Green View Advisors · Green View Advisors LLC
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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