Greenberg Financial Group provides investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm creates an investment profile for each client to determine their objectives and risk tolerance. Investment advice is provided, but the client makes the final decision on investment allocation. The firm also offers educational services through radio, television, classes, and social media.
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.