Tanya Gilliam is a registered investment advisor at Berry Wealth Group, based in Granbury, TX, with 25 years of industry experience. Tanya operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 352 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.15% |
| $1.0M - $6.0M | 1.00% |
| $6.0M - $30.0M | 0.75% |
| $30M+ | 0.75% |
Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.
Fee Estimator
Location
920 Whitehead Dr., Granbury, TX, 76048
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tanya owns rental real estate and manages Rockin Rebel Ranch, which involves cattle and hay production and sales. She also engages in insurance sales, dedicating about 10% of her time to this activity.
Employment History
Current Registrations
Berry Wealth Group
Previous Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Southwest Securities, INC.
Southwest Securities, INC.Broker
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Rhodes Securities, INC.Broker
Banc One Securities Corporation
Banc One Securities CorporationBroker
Frost Brokerage Services, INC.Broker
Banc One Securities CorporationBroker
Gna Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.