How does the advisor help clients – Key Takeaways:
Garrett Capital Investment Management is a seasoned financial expert with over 20 years of experience in the industry. They are committed to helping their clients achieve financial success through personalized investment strategies and sound financial advice. Their team of knowledgeable advisors are dedicated to providing high-quality service and building long-term relationships with their clients.
Facts and Insights
Garrett Capital Investment Management has a strong track record of helping clients reach their financial goals. They have been in business since 1998, and during that time they have managed over $2 billion in assets for their clients. Their success is evident in their loyal client base, with 95% of their clients choosing to continue working with them year after year.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 10 | 22 years |
Financial Services Offered
As a comprehensive investment management firm, Garrett Capital offers a wide range of financial services to their clients. They specialize in creating customized investment portfolios based on each client’s unique financial situation and goals. Their services include:
- Retirement planning
- Portfolio management
- Estate planning
- Tax planning
- Insurance planning
- Wealth management
Client Types
Garrett Capital serves a diverse range of clients, including individuals, families, and small businesses. Their highly customizable approach to financial planning allows them to cater to clients with varying needs and goals. They are committed to providing personalized and attentive service to each and every one of their clients.
Fees & Compensation
Garrett Capital Investment Management operates on a fee-only basis, meaning they do not receive commissions from selling financial products. This ensures that their advice is always unbiased and in the best interest of their clients. Their fee structure is transparent and based on the assets they manage for each client. They do not charge any additional fees for financial planning services.
Background
The founders of Garrett Capital have a combined 60 years of experience in the financial industry. They have built a strong team of advisors who share their passion for helping clients achieve financial success. Their team is constantly learning and staying up-to-date with the latest trends and strategies in the market, ensuring that they provide their clients with the best possible advice and services.
Financial Advisor Disclosures to Know
Garrett Capital Investment Management takes pride in maintaining a high level of transparency and ethical standards. They are a registered investment advisor with the Securities and Exchange Commission (SEC), and as such, they adhere to strict regulations and disclosure requirements. They are committed to providing their clients with all the necessary information to make informed decisions about their financial future.