Gary Greenberg is a registered investment advisor at Gary L. Greenberg, based in Eden Prairie, MN, with 12 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 56 clients with $140M 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 $2.0M | 1.00% |
| $2M+ | 0.75% |
Certain asset classes may be subject to a lesser fee at the sole discretion of the firm.
Fee Estimator
Location
6955 Sand Ridge Road, Eden Prairie, MN, 55346
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Gary L. Greenberg
State Registrations2 states
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