Dylan Greenberg is a registered investment advisor at Greenberg Financial Group, based in Tucson, AZ, with 6 years of industry experience. Dylan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 804 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Greenberg Financial Group's fee for managing your investments is negotiated with each client and can range from 0% to 1.5% of the value of your portfolio annually. This fee includes both investment management and financial planning services. A minimum account size of $250,000 is recommended for individual equity portfolios; smaller accounts are typically invested in mutual funds, indexes, or Greenberg Financial Group's model portfolio. There is no minimum account size for mutual fund accounts.
Location
4511 N Campbell Ave #255, Tucson, AZ, 85718-6423
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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.
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Dylan is an assistant football coach for Tucson HS, a compensated, non-investment related activity. This takes about half of Dylan's time during the season, but none during securities trading hours.
Employment History
Current Registrations
Greenberg Financial Group
Previous Registrations
Greenberg Financial Group
Greenberg Financial GroupBroker
State Registrations1 state
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