A complete list of active advisors currently associated with New Green Capital, LLC

Warmer can help you find a great advisor at New Green Capital, LLC or one who fits your needs even better.

New Green Capital provides fee-for-service asset management and financial planning and consulting to private individuals, high-net-worth clients, companies, and non-profit organizations. The firm manages client accounts on a discretionary basis and generally requires $50,000 to open an investment-managed account, with exceptions made at the firm’s discretion. The firm’s process begins with specifying client needs and objectives, evaluating strategy alternatives, and setting policy guidelines, asset mix, and benchmarks; portfolios are implemented primarily with stocks, ETFs, and mutual funds and are rebalanced as client circumstances or market conditions warrant. New Green Capital’s written materials discuss the use of asset-class analysis, ADRs and other non-U.S. instruments, ongoing monitoring of positions, and a complimentary financial scenario analysis service for individuals who request planning support. New Green Capital is notable for operating at a small scale — the brochure reports roughly $375,000 in discretionary assets and a very limited client base — and for indicating a significant non-U.S. client presence alongside discussion of international securities and custodial arrangements that support global trading. The firm’s principal also maintains a full-time controller role outside the advisory business, and the advisory practice negotiates fee arrangements that can include performance-based compensation for qualified clients, a structure that can produce different incentive dynamics than standard percentage-of-AUM billing.

To learn more about the advisors currently working at New Green Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.