Greenlight MAX
Greenlight MAX
in Investment Advisors from Greenlight Financial Technology Inc

Greenlight MAX

in Investment Advisors from Greenlight Financial Technology Inc
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Greenlight MAX Review

Greenlight Max was founded in 2014 and is based in Atlanta, GA. It is a Registered Investment Adviser or RIA. RIAs have a fiduciary duty to work in your best interest. Greenlight Max is not tied to a particular company or product and can therefore offer unbiased investment advice.

Greenlight Max Pros & Cons

The Good The Bad
  • Trades in low-cost ETFs.
  • Access to human advisors.
  • Competitive investment expense ratios.
  • Tax-loss harvesting not available.
  • Small selection of account types offered.
  • Limited investment options.

Greenlight Max FAQ

What fees does Greenlight Max charge?

Greenlight MAX Fees
Monthly Fee $9.98

What management fees does Greenlight Max charge?

Many financial advisors charge based on how much money they oversee by using a fee-structure called “assets under management,” or AUM. For instance, a 0.40% fee translates to $4 per year for every $1,000 an investment advisor manages. Management fees, also known as maintenance fees, cover the operating costs of investment advisors and are typically deducted from your account every month or quarter. The management fee does not cover the underlying expense ratios of the investment vehicles purchased by investment advisors.

What are the investment expense ratios of Greenlight Max?

Hiring an investment advisor with competitive investment fees is one of the most important steps to maximizing your portfolio's performance. Investment expense ratios can vary drastically depending on the types of accounts and assets involved. A survey by the ICI puts the average expense ratio for actively managed funds at 0.76% and indexed funds at 0.08%. The investment expense ratios of an investment advisor will vary depending on the type of assets they invest in and whether they attach additional charges to fund fees.

Greenlight Max does not charge fees based on an investment expense ratio.

What features does Greenlight Max offer?

Access to human advisors: Robo-advisors are great at keeping costs down and helping investors with modest balances make good investment choices. However, it is also nice to have access to human financial advisors when you need them.

Greenlight Max is registered with the Securities and Exchange Commission, or SEC. Registered investment advisors are required to provide detailed information on the financial and legal status of the company and its staff. This allows investors to examine closely any conflicts of interest and look into the background of the company and its advisory team.

What type of investment accounts and asset classes does Greenlight Max support?

Greenlight Financial Technology Inc offers the following types of assets and account types.

Accounts Supported
Supported Options Unsupported Options
  • Individual Non-Retirement Accounts
  • Joint Non-Retirement Accounts
  • Roth IRA
  • Traditional IRA
  • Rollover IRA
  • Trusts
  • 529 College Savings Plans
  • Employer Sponsored Plans
  • Custodial Accounts

These are the investment options Greenlight Financial Technology Inc offers its clients.

Investment Choices
Supported Options Unsupported Options
  • Stocks
  • ETFs
  • Options
  • Mutual Funds
  • Futures
  • Bonds
  • Pink Sheets / OTCBB
  • Real Estate
  • Startups
  • Marketplace Loans
  • International Stocks
  • Cryptocurrencies

What is the minimum amount you have to invest to open an account with Greenlight Max?

The minimum amount to open an account with Greenlight Max is 1.
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Editorial Disclaimer: Editorial and user-generated content on this page is not provided or commissioned by the issuer. Opinions expressed here are the author’s alone and have not been approved or otherwise endorsed by any financial institution, including those that are advertising partners.

Message From Greenlight Max

Greenlight Max gives every kid an edge.
The all-in-one plan teaches them money management and investing fundamentals — with real money, real stocks, and real-life lessons. Plus, kids get 1% Cash Back on purchases and earn 2% on Savings.


Other Services by Greenlight Financial Technology Inc

Feature Breakdown

Monthly Fee $9.98
Minimum Initial Investment $1
Accounts Supported
  • Individual Non-Retirement Accounts
Investment Choices
  • Stocks
  • ETFs
Investment Features
  • SEC Registered
  • Registered Investment Advisor
  • Access to human advisors

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