Garry Weiss is a registered investment advisor at Convergence Financial, based in Columbia, MO, with 23 years of industry experience. Garry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 2,222 clients with $700M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Convergence Financial charges an annual fee based on a percentage of the value of your investments. This fee covers ongoing analysis, consultations, portfolio construction, trading, rebalancing, account monitoring, market updates, and other communications. The fee is negotiable and typically does not exceed 1.5% annually. Some accounts may have additional platform fees.
Location
3919 S. Providence Road, Columbia, MO, 65203
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 Activities
Garry operates Convergence Financial as a DBA for his LPL business, dedicating full-time hours to it. He also provides administrative support to Convergence Financial as an independent investment advisor firm, spending full-time hours on this activity as well.
Employment History
Current Registrations
Convergence Financial
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations1 state
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.