Greenwood Gearhart Fees & Minimum

Overview

Headquarters: Fayetteville, AR
Total Firm Assets: $2.0 billion
Average High-Net-Worth Client Portfolio Size: $3.4 million
Stated Minimum Account Size: $1,000,000

Fee Disclosure

Source: GREENWOOD GEARHART FIRM BROCHURE (2026-05-20) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.00%
$1,000,001	$10,000,000	0.75%
$10,000,001	$20,000,000	0.50%
$20,000,001	and above	0.25%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$40,000	0.80%
$10 million	$77,500	0.78%
$50 million	$202,500	0.40%
$100 million	$327,500	0.33%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 83.52%
Number of High-Net-Worth Clients: 483
Total Client Accounts: 3,101
Discretionary Accounts: 3,101

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 110379

GREENWOOD GEARHART FIRM BROCHURE (2026-05-20) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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