Greensview Wealth Management

Greensview Wealth Management LLC is a registered investment adviser founded in July 2018 and based in Franklin, Tennessee. The firm offers financial planning, investment consulting, and investment management services on a discretionary and non-discretionary basis. Greensview is 100% privately owned by Matthew Wilkes and has $121,096,000 in assets under management as of January 19, 2023. Financial planning services are offered on an hourly or per-plan basis, with fees based on factors such as net worth and complexity of financial affairs. Investment management fees are assessed based on a tiered schedule, with a minimum annual fee of $3,000 per household. The firm does not have performance-based fees or side-by-side management. Greensview provides services to individuals, high net worth individuals, trusts, and corporate retirement plans. The firm's investment strategies include long-term and short-term purchases, with a focus on risk tolerance, time horizon, and specific investment objectives. Clients have the option to grant discretionary authority for investment decisions, and Greensview does not vote proxies on behalf of clients. The firm does not have any reportable legal or disciplinary events and does not pay referral fees. Greensview does not have custody of client assets but recommends using Charles Schwab & Co. or Pershing as custodians. Clients receive account statements directly from the custodian at least quarterly.