Frequently Asked Questions

We typically work best with individuals and families who are within 10–15 years of retirement, already in retirement, or business owners looking for comprehensive financial guidance. If you have questions about your financial picture and want someone in your corner, we'd love to start with a conversation.

The first meeting is a complimentary, no-obligation conversation. There's nothing to prepare, just come with questions. We'll listen to where you are, what you're working toward, and whether it makes sense to work together.

We work with clients who are serious about their financial future. While we don't publish a strict minimum, our clients generally have $500,000 or more in investable assets.

Our advisory fees are based on assets under management and typically range between 1% and 1.5% annually, depending on the size and complexity of your account. We'll walk you through exactly how our fees are structured during our first conversation, before you make any decisions. We believe fee transparency is a basic standard, not a bonus.

When acting as your financial advisor, we are held to a fiduciary standard, meaning we are required to act in your best interest. Securities and advisory services are offered through LPL Financial, Member FINRA/SIPC.

For ongoing clients, we typically meet at least once a year for a formal review. We're also available whenever something changes in your life, such as a job transition, inheritance, major purchase, or anything else that affects your plan.

Client assets are held at LPL Financial, one of the largest independent broker-dealers in the country. You'll have online access to view your accounts at any time.

You can access your accounts through the LPL Financial client portal, ClientWorks. We'll walk you through getting set up when you become a client.

Yes. GreenBridge Innovative Advisors is an independent practice. We're not captive to any one company's products, which means our recommendations are driven by what we believe fits your situation, not a sales quota.

Our office is at 29 Main St, Suite 101 in Leominster, MA. We're happy to meet in person, virtually, or over the phone.