Gary L. Greenberg offers consulting and investment management services. Consulting includes cash flow forecasting, retirement planning, asset allocation, business planning, estate planning, insurance needs analysis, risk management, charitable giving, investment advice, and expert testimony. Investment management involves managing client portfolios with mutual funds, exchange-traded funds, individual debt and equity securities, and options. The firm also advises on investments like variable life insurance, annuity contracts, and assets in employer-sponsored retirement plans.
Assets Under Management$140M
Clients56
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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