Garry Egre
Garry Egre is a CFP-designated registered investment advisor at The Bendix Financial Group, INC., based in Garden City, NY, with 22 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 212 clients with $170M 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 $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $750K | 2.00% |
| $750K - $1.2M | 1.75% |
| $1.2M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $25.0M | 1.25% |
| $25M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
585 Stewart Ave., Suite 314, Garden City, NY, 11530
Get directionsHistory
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
Garry is a statutory agent involved in life, health, and long-term care insurance sales, dedicating minimal time to this activity. He is also a partner at Martin R Egre CPA & Associates LLP, focusing on tax preparation, payroll, and sales tax, which takes nearly full-time.
Employment History
Current Registrations
The Bendix Financial Group, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
Cadaret, Grant & CO., INC.Broker
Great American Advisors, INC.Broker
Pmg Securities CorporationBroker
State Registrations9 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.