Gary Greensage
Gary Greensage is a registered investment advisor at Symphony Financial, LTD. CO., based in Tomball, TX, with 30 years of industry experience. Gary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,850 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual management fee ranges between 0% and 2.50% depending on the size and composition of the portfolio and services rendered. Fees are negotiable based on criteria such as anticipated future assets, account size, relationship history, and complexity.
Fee Estimator
Location
18230 North Eldridge Parkway, Tomball, TX, 77377
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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
Gary is involved with several business activities, including non-variable insurance (since 2004), The Greensage Group (since 2010), Gary K. Greensage, LLC (since 2010), Symphony Financial, Ltd. Co. (since 2018), Port Mansfield LLC (since 2017), and Un Tiro Guides & Outfitters (since 2022). He dedicates full-time hours to The Greensage Group and Symphony Financial, and minimal time to Un Tiro Guides & Outfitters.
Employment History
Current Registrations
Symphony Financial, LTD. CO.
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Ws Griffith Securities, INC.
Ws Griffith Securities, INC.Broker
State Registrations2 states
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.
Exams
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