Byron Green
Byron Green is a CFP-designated registered investment advisor at Green Investment Management, INC., based in Fort Worth, TX, with 47 years of industry experience. Byron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Estate Planning, High Net Worth, and 3 more. Their firm serves 137 clients with $71M 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 | 0.95% |
| $250K - $500K | 0.85% |
| $500K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Rates shown represent the GIM Guardian Models schedule. Green Investment Management offers multiple models with varying fee schedules, including GIM Cash Plus (0.25%), Confident Retirement Plan (0.50%), Tax-Aware Models (0.35% to 0.55%), Saratoga Models (0.40% to 0.65%), Strategic Global Models (0.35% to 0.50%), and Annuities (0.50% to 1.00%).
Fee Estimator
Location
309 West 7th Street Suite 101, Fort Worth, TX, 76102
Get directionsHistory
Regulatory History (1)
Regulatory
August 1986Employment History
Current Registrations
Green Investment Management, INC.
Previous Registrations
Green Investment Management INC
Rhodes Securities, INC.Broker
Simmons-Green Financial Services, INC.Broker
Weber, Hall, Sale & AssociatesBroker
Shearson Loeb Rhoades INC.Broker
Loeb PartnersBroker
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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