Is Greenleaf Trust fee-only?
Greenleaf Trust structures its compensation model around transparent, asset-based fees tied directly to the total market value of the client portfolios it manages. The firm maintains a strict policy against accepting sales commissions, product kickbacks, or hidden transaction markups, ensuring complete alignment with client interests. Because it operates as an independent trust bank providing comprehensive fiduciary services, it is categorized primarily as a fee-based institution rather than traditional commission-driven brokers.
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