Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
1 advisor
Number of Clients
143 clients
Average Client Portfolio
$424K average
Assets Under Management
$60.7M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only

Management fees vary depending on the investment program and models chosen. GIM and the advisor reserve the right to negotiate their respective fees, and clients with similar assets may have differing fee schedules. Advisor's fees have ranged from 0 to 1.25%. A minimum of $25,000 of assets per account and per Model selected is required. GIM discourages what would be deemed excessive fees, combined Management and Advisory fees should not exceed 3% annually.

Areas of Practice
Investment Management
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Advisor Information

Office location

309 West 7th Street Suite 101, Fort Worth, TX, 76102

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
August 1986
Final
Employment History
Current Registrations
Green Investment Management, INC.
January 2017 - Present · 9 yrs
Previous Registrations
Green Investment Management INC
April 1996 - December 2016 · 20 yrs 8 mos
Rhodes Securities, INC.Broker
April 1988 - December 2004 · 16 yrs 8 mos
Simmons-Green Financial Services, INC.Broker
March 1982 - April 1988 · 6 yrs 1 mo
Weber, Hall, Sale & AssociatesBroker
December 1981 - April 1982 · 4 mos
Shearson Loeb Rhoades INC.Broker
November 1979 - January 1982 · 2 yrs 2 mos
Loeb PartnersBroker
November 1978 - November 1979 · 1 yr
State Registrations3 states
CAMDTX
Advisor
Exams
No exam information available for this advisor.