Greene Wealth Management, LLC

Greene Wealth Management, LLC is a Seattle-based Registered Investment Adviser established in 2005, offering financial planning, consulting, and investment management services. The firm's principals are Jason R. Radabaugh, Christopher B. Downing, and Matthew B. Lowe. As of December 31, 2024, Greene Wealth Management had $1.18 billion in assets under management, with both discretionary and non-discretionary management options available. For financial planning and consulting services, fees range from $1,000 to $5,000 on a fixed fee basis and $250 to $500 hourly. Investment management fees are charged annually based on a percentage of assets under management, varying from 0.20% to 1.00% depending on the portfolio value. The firm primarily allocates client assets among Independent Managers, mutual funds, ETFs, individual securities, and options. Clients have the option for discretionary or non-discretionary management, with tailored services to meet individual needs. Greene Wealth Management emphasizes diversification and professional money management in its investment philosophy, utilizing both active and passive strategies. The firm conducts ongoing portfolio monitoring and reviews, with client accounts reviewed quarterly. Clients are encouraged to communicate changes in financial situations or investment objectives promptly. The firm may receive economic benefits from Charles Schwab & Co., Inc., including administrative support and access to trading desks, block trading, and research. Greene Wealth Management's investment philosophy focuses on long-term strategies, risk management, and client communication, with a commitment to acting in the best interests of its clients.