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 Investment Management, Retirement Planning. Their firm serves 143 clients with $61M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Green Investment Management (GIM) charges a management fee based on the investment program and the specific investment models chosen. The fees vary depending on the model selected. GIM's fees are based on the value of your account at the end of the previous quarter and are charged quarterly in advance. The fee is deducted directly from your account. GIM and your advisor (if applicable) can negotiate their fees, so clients with similar assets may pay different fees.
Location
309 West 7th Street Suite 101, Fort Worth, TX, 76102
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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.